Kyle Schrieffer is a CFP®, CFA®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, following prior roles at Ameriprise Financial Services and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Aaron Self is a CFP® affiliated with Cresset Asset Management, LLC and has been with the firm since 2024. Prior to joining Cresset, he worked in education at the University of Missouri and several schools in Missouri. 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, employing a disciplined, risk-aware investment approach across a broad range of asset classes and utilizing both active and passive strategies.

Kate Maier is a CFP® professional with 21 years of experience in the financial services industry. She has been with Wealth Enhancement Advisory Services, LLC since 2014 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC. In addition to her advisory work, she is a licensed attorney and provides legal services on a limited basis. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Spencer Larsen is a financial advisor at Oppenheimer in Minneapolis, MN, holding a Series 66 designation. He joined Oppenheimer in 2025 and has no prior industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, and it maintains custody of client assets while operating its broker-dealer and advisory businesses.

Aaron Hurley is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab & Co., Northwestern Mutual, Credent Wealth Management, Choreo LLC, and US Bank. Outside of financial advising, he teaches courses on Trust Administration and Investment Company Regulation for Drexel University’s online Masters in Financial Compliance program and serves as an Institutional Review Board member at the University of Minnesota. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice follows Charles Schwab’s asset-allocation models and research tools, with tailored recommendations based on each client’s goals and risk tolerance.

Scott Ekholm is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He previously worked at LPL Financial for 22 years before joining OSAIC and Blaze Credit Union. He serves as a successor trustee in a family trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Jeffrey Foster is a financial advisor with Guardian Life in Wayzata, MN, holding a Series 63 credential and over 22 years of industry experience. He has been with Guardian Life since 2014 and has worked in the Osseo area since 1995. Outside of advisory work, he is involved in organizing an annual fundraising event for Ducks Unlimited and serves on the board of the Orono Youth Hockey Association. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and investment advisory services to a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and discretionary management using both proprietary and third-party platforms, integrating insurance products and alternative investments.

Matthew Hadley is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He has previously worked at Great Point Capital, LLC, West Coast Wealth Strategies, and eMoney Advisor, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including 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.

James Chapple is a financial advisor at Private Advisor Group, LLC with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Investors Financial Group, LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions, including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

Levi Broersma is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Prior to this, he held roles at LPL Financial and CH Robinson. Outside of finance, Broersma is involved with Tokyo Grill Steakhouse, a business he has been associated with for ten years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to 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 management overseen by an internal Investment Committee.

Matthew Stole is a financial advisor at Empower Advisory Group with one year of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. Before entering finance, he spent six years at Maynard's Restaurant. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Clint Nelson is a CFP® with 19 years of experience in the financial industry. He is currently with Prime Capital Financial and has previously worked at Private Client Services and Cambridge Investment Research Inc. Outside of his advisory role, he serves as chair of the Central Minnesota Manufacturers Association golf committee. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services, including asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing both discretionary and non-discretionary account management with diverse investment strategies.

Stephanie Mattson is a CFP® professional with 18 years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and has held various roles within Wealth Enhancement firms and LPL Financial since 2007. 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 through a large advisor network, offering diversified investment solutions that blend passive and active management supported by a formal Investment Committee.

Christopher Paulson is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Orgel Wealth Management, CRI Securities, and Securian Financial Services. Outside of advisory work, he is involved in insurance wholesaling and marketing through Advisors Resource and acts as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer platform, Starlight Portfolios, that uses risk questionnaires to tailor client portfolios.

Dustin Peltier is a CFP®-designated financial advisor with 18 years of industry experience, currently with Guardian Life and its subsidiary Park Avenue Securities. He has worked with both firms since 2005, primarily at Park Avenue Securities. Peltier also operates Well-Being Wealth Strategies, LLC, a business he established in 2018. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Derek Strong is a CFP® with eight years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at firms including Thrivent Financial and Hemingway Wealth Management, where he continues to serve as a financial planner. Strong is also licensed as a non-variable insurance agent in St. Louis Park, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Colton Higgins is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes four years at NorthRock Partners and four years at Carlson Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and fixed income management and private market investments, managing approximately $295.6 billion in client assets.

Lucas Anderson is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, Investors Financial Group, and Ameriprise Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with a range of investment strategies and third-party managers.

Courtney Ruiz is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with New York Life and its affiliates since 2007 and operates under the DBA Veritas Financial Strategies, LLC. Outside of her advisory role, Ruiz serves as an election judge in Washington County, overseeing election processes multiple times per year. Eagle Strategies serves a diverse client base including individual investors, institutional and retirement plan clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nancy Hughes is a CFP® with 12 years of experience in financial advising, currently with Mercer Global Advisors Inc. since 2024. Her prior roles include positions at Waypoint Capital Advisors and Be Financial Wealth Management. She serves as Chair of the Board for Interfaith Outreach Community Partners, a nonprofit focused on community support and stability. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.