Andre Lanka is a financial advisor with VOYA Financial Advisors, Inc. in Bloomington, MN, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Lanka is co-owner of Twin Pines Financial and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial services through multiple program structures, focusing largely on recommendation-based, non-discretionary client relationships.

Gregory Hanson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and has operated APD Financial Services, LLC since 2002. Hanson is also a licensed insurance agent, selling long-term care, term life insurance, and fixed annuities, and serves as a notary public. Private Advisor Group 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 a range of portfolio management and financial planning services, utilizing multiple investment strategies and platforms, and is noted for its extensive industry affiliations and use of third-party asset management programs.

Austin Thielen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at LPL Financial, AGP/Alliance Global Partners, International Assets Advisory, and Raymond James Financial Services. 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, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Charles Schwinck is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at Gravie, the University of St. Thomas, and Vista Outdoor. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Noah Williams is a financial advisor at Creative Planning in Bloomington, MN, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors and academic work at the University of Wisconsin-Eau Claire. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Isaac Barthelmess is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Wealth Enhancement Group. 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 combining passive and active managers overseen by an internal Investment Committee.

Thomas Wrich is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a range of strategies and both proprietary and third-party portfolio management.

Nicole Hawthorne is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and two years of industry experience. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has a background that includes positions in the beauty and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities. The firm delivers advice through Schwab’s standard asset allocation models and research tools, with final trading decisions made by clients.

Kristy Schaffer is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Irwin Schaffer LLC and Prairieview Partners LLC for 18 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust service affiliates.

Kelly Willi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at TD Ameritrade, Charles Schwab, JP Morgan Chase, and LPL Financial. Outside of her advisory work, she occasionally assists with youth hockey tournaments through a local nonprofit organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jacob Strucel is a financial advisor at Savant Wealth Management in St. Paul, MN, with two years of industry experience and a Series 65 credential. His prior roles include positions at Vanguard, Edward Jones, and PrairieView Partners. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated implementation services.

Adam Landvik is a financial advisor with Private Advisor Group, LLC in Roseville, Minnesota. He holds a Series 63 designation and has 25 years of industry experience. His prior work includes roles at Investors Financial Group, LLC and LPL Financial, LLC, where he has been affiliated since 2013. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers.

Patrick Siering is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He worked at Meristem Family Wealth for 11 years before joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using a combination of active and passive strategies and conducts thorough due diligence on third-party managers.

Lewis Crosby is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 credential and having two years of industry experience. Prior to joining Cresset, he worked at Tradition Companies and has held various roles in education and other sectors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Jacob Anderson is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has been with Wells Fargo in various roles since 2016, including his current position at the Investment Institute since 2026. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses. The firm’s advice is generally impersonal and non-discretionary, supporting affiliates with model portfolios and strategic insights developed through team-based qualitative and quantitative analysis.

Bridget Boyd is a financial advisor at D.A. Davidson & Co. in Minneapolis, MN, with 10 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for high-net-worth clients.

Travis Sundvall is a financial advisor with First Command Advisory Services in Bloomington, MN, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he served for 12 years with the Farmington Police Department. Sundvall is also the owner of Sundvall Financial LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Amy Zinniel is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mariner. She previously worked at Boyum Barenscheer for five years before joining Mariner Wealth Advisors in 2020. Outside of her advisory role, she owns and manages an investment-related rental property. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides unique administrative and financial wellness solutions.

Paul Tierney III is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. Outside of his advisory role, he serves as head coach for the Minnetonka Lacrosse Association. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering various investment programs that include discretionary and non-discretionary portfolio management as well as financial planning. The firm’s investment approach incorporates strategic and tactical asset allocation across multiple asset classes and employs both commission-based and asset-based fee structures.

Cameron Kerkes is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at The Vanguard Group and holds a paralegal specialist role with the Virginia Air National Guard, where he provides legal services to military personnel. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes a discretionary, committee-overseen investment approach that combines in-house research with third-party managers and includes tax and accounting integration uncommon at its enterprise scale.