Jayne Christian is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Schwab Wealth Advisory in Chanhassen, MN. Her prior roles include positions at Robinhood Markets, TradePMR, Capital Wealth Advisors, SkyView Partners, and Kestra Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools.

David Seidelmann is a CFP® professional with 21 years of industry experience, currently associated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved in educating the public on federal student loan forgiveness programs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Amy Erkenbrack is a financial advisor with Sequoia Financial Group, L.L.C. in Minneapolis, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at THRIVENT Financial and Thrivent Investment Management Inc. for 11 years before joining her current firm. Outside of finance, she does voice-over work for commercials, ads, and e-learning projects. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles overseen by an Investment Policy Committee.

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 and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Barrett is based in Bloomington, MN. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies through the Envestnet platform, and operates as both a broker-dealer and registered investment adviser.

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 10 years of industry experience. He is currently with OSAIC Institutions, Inc. and has previously worked at Alerus, Moen Insurance Group, The Oak Ridge Financial Services Group, Inc., and Ameriprise Financial Services, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a variety of advisory and brokerage services, including customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options. The firm’s advisory approach combines fundamental and technical analysis with asset allocation and third-party due diligence, and it operates with a notable emphasis on non-discretionary assets.

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.

Mark Isenberg is a financial advisor with Voya Financial Advisors, Inc. in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he has served as a primary election judge. Voya Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a mix of model portfolios and manager-driven strategies, offering both discretionary and predominantly non-discretionary investment programs.

Landin Peterson is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 66 designation and has been with Voya since 2025. Prior to his advisory role, he spent time in full-time education and worked at AMC Theatres. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm uses a mix of model portfolios, affiliated strategies, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Alan Stricker is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 2010. Outside of his advisory roles, he owns and oversees August Edge, LLC, which provides non-investment services to pre-retirees and retirees. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.

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 four years of industry experience and holds a Series 66 designation. Prior to joining NewEdge Advisors in 2025, he worked at Level Four Financial and Thrivent Financial. Outside of his advisory role, he owns and operates a lacrosse equipment reselling and servicing business. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and periodic portfolio reviews.

David Mchenry is a financial advisor with &PARTNERS in Chaska, MN, holding Series 63 and Series 66 licenses, and has eight years of industry experience. His prior work includes eight years at Wells Fargo Clearing and one year at Wells Fargo Bank, N.A. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing both proprietary models and third-party manager solutions through platforms like Envestnet, while offering a range of financial planning and consulting services.

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 CFP® professional with eight years of experience in financial planning and wealth management. He has worked at Kestra Advisory and Kestra Investment Services since 2018 and previously held roles with Ameriprise Financial Advisors and Northwestern Mutual. Outside of his primary advisory role, he serves as a registered field assistant for The KNW Group, focusing on client reviews and due diligence. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.