Anton Deden is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. He previously worked at Piper Jaffray & Co. for 14 years before joining D.A. Davidson in 2022. He holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to clients including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, and comprehensive financial planning, serving clients under the Advisers Act fiduciary standard.

Timothy Ronning is a CFP® and Series 66 licensed financial advisor with 12 years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent 10 years at BerganKDV Wealth Management LLC. In addition to his advisory role, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process with a range of portfolio management and retirement plan fiduciary services supported by a large advisory team and centralized infrastructure.

Ethan Mottla is a financial advisor at Kestra Advisory with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Allianz Life Financial Services, LLC and Parady Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix 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 a diverse client base including large institutional investors and sovereign wealth funds.

Bryce Bockin is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, holding a Series 66 credential and eight years of industry experience. He has worked at Goldman Sachs since 2022 and previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advisory work, he serves as a soccer referee with the United States Soccer Federation and is on the Board of Directors at Sigma Chi (University of Minnesota). Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources from across the Goldman Sachs ecosystem, providing strategic allocation models, specialized wealth programs, and a broad range of investment solutions.

Nicholas Johnson is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked previously at Carson Wealth and Northwestern Mutual in various roles. Outside of his advisory work, he assists with coaching and technology support at an indoor golf facility in Eagan, Minnesota. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of portfolio management, financial planning, and retirement plan services with an emphasis on fiduciary processes and client reporting.

Christopher Wollo is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 designation and has held roles at Strategic Tax & Business Consultants LLC and ISC Financial Advisors. Outside of his advisory work, he is involved in multiple business ventures including an advanced computing consulting company and a manufacturer of ammunition components. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on non-discretionary asset management.

Annette Baltes is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Prudential Life Distributors. Outside of her advisory work, she serves as a paid cantor and soloist at St. Mary of the Lake Catholic Church. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and serves as adviser to a donor-advised fund.

Nicole Evenski is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with Wealth Enhancement Brokerage Services since 2012 and has been associated with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, LLC since 2010 and 2007, respectively. Outside of advising, she is a commissioned notary public in Minnesota. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Brendle Corpman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of his advisory role, Corpman is involved in administrative consulting through Corpman Contracting LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice, advisor-managed advice, and investment education services. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management to provide personalized allocation guidance and operates with a large client base focused primarily on non-discretionary assets.

Thomas Pell is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets, Morgan Stanley & Co. LLC, and several advisory firms prior to joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Evan Bachman is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at Fure Financial Corporation and Bamco Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions along with financial, retirement, tax, and estate planning services.

Peter Robinson is a Series 66-licensed financial advisor with over 21 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2018 and also serves as President of Retirement Plan Solutions at Nesbit Agencies Insurance Services. Prior to joining Kestra, Robinson held roles at Principal Life Insurance Company and several other financial firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment arrangements.

Upasana Khandelwal is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she creates and sells art pieces through a personal venture called KRAFT BAZZAR. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed and non-discretionary investment advice programs focused on asset allocation, contribution rates, and retirement timing. The firm utilizes proprietary portfolio tools and model allocations provided by Morningstar Investment Management and supports a large client base with a mix of discretionary and non-discretionary assets.

Rebecca Oelrich is a CFP® professional with 11 years of industry experience. She has worked at Creative Planning since 2023 and was previously with KDV Wealth Management for nine years. Creative Planning is an enterprise firm providing 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 that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Kristina Christenson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. She also works part-time as a server at Northern Taphouse in Lakeville, 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 that combines passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Chloe Briel is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Wealth Enhancement Group and its affiliated firms since 2020 and previously held roles at Commonwealth Financial Network and Greenwald Wealth Management. Briel holds the Series 66 license and is based in Plymouth, MN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Joseph Barwick is a financial advisor at Guardian Life with 21 years of industry experience. He holds the Series 63 designation and has worked with Guardian Life and its affiliates since 2006. Barwick operates a practice called White Coat Wealth Advisors, which focuses on serving the medical community, and he also writes disability insurance policies through several major providers. Barwick is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life. The firm serves individual, corporate, and nonprofit clients with a range of brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary management through in-house and third-party strategies.

Jason Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 63 designation and 33 years of industry experience. He has been a member and co-owner of The Rein Group since 2006 and is involved in offering Medicare and health insurance classes through Beyond Medicare. Additionally, he is a managing partner of EducateU LLC, which provides investment-related services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers discretionary model portfolios and various program structures designed to support affiliated advisors in delivering investment and wealth management services.

Jeffrey Hockert is a CFP® professional with over 32 years of experience in the financial services industry. He has been associated with Wealth Enhancement Advisory Services, LLC since 2001 and has held roles at related entities including Wealth Enhancement Brokerage Services and LPL Financial. Outside of his advisory duties, he participates in the WEG radio program and serves as a notary public. 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 strategies, with oversight from an internal Investment Committee.

Craig Roslien is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including longstanding roles at New York Life Insurance Co. and Nylife Securities Inc. Craig is also involved with the Roslien family farm outside of his advisory work. 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 emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.