Adam Hendrickson is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2025 and previously held positions at Ameriprise Financial Services and Northwestern Mutual Investment Services. Schwab Wealth Advisory, Inc. serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach emphasizes client-approved trades based on standard asset-allocation models and internal research, with a focus on separately managed accounts and periodic reviews tailored to clients’ goals and risk tolerance.

Patricia Barrett is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, utilizing a range of analytical methods and ongoing account reviews.

Benjamin Macgowan is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Principal Financial Services in Minnetonka, MN. His work history includes roles at Piprude Financial and several Principal subsidiaries since 2021. Outside of advisory functions, he is involved in offering fixed insurance products, including life, disability, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory programs emphasize financial planning, retirement consulting, and access to third-party money manager solutions through various advisor and promoter arrangements.

Nathan Moen is a CFP® professional with 11 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, and Ameriprise Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Robert Aylin III is a financial advisor at Savant Wealth Management in St. Paul, MN, with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Savant Wealth Management in 2025, he worked at Prairieview Partners LLC and Irwin Schaffer LLC for 17 years each. 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 offers related implementation services through affiliated accounting, legal, and trust entities.

Erik Olson is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2019. Prior to that, he was with Bane O'Leary LLC and Barber Financial Group. Olson also operates as an insurance agent on a part-time basis. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Nicholas Roth is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Plymouth, MN. His career includes roles at LPL Financial and Secured Retirement Financial, as well as academic positions at the University of St. Thomas and Creighton University. 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 uses diversified, risk-class based investment strategies combining passive and active management, supported by an internal Investment Committee.

Michael Darrington is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management, as well as Union Financial. Outside of finance, he created a proprietary dice and card game called "You Or I," designed for social play with family and friends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed 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.

Mark Isenberg is a financial advisor with Voya Financial Advisors, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 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, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, plans, and organizations. The firm employs a range of investment strategies and technology-enabled tools, offering both non-discretionary and discretionary management through a large network of investment adviser representatives.

Landin Peterson is a Series 66-licensed financial advisor with VOYA Financial Advisors, Inc., based in Bloomington, MN. He joined Voya Financial Advisors in 2026 and has prior experience at AMC Theatres and in full-time education. VOYA Financial Advisors, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and advisory services. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client-focused investment strategies, often operating on a non-discretionary basis but also offering limited discretionary management options.

Heather Bantle is a financial advisor at Guardian Life with 15 years of industry experience. She holds a Series 63 designation and has worked primarily at Park Avenue Securities and Guardian Life since 2010. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, including advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Landon Lantz is a CFP® professional affiliated with Sequoia Financial Group, L.L.C. He has one year of industry experience and previously worked at Carlson Capital Management and Edward Jones. Outside of financial advising, he was involved with Lantz Enterprises for eight years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions overseen by an Investment Policy Committee and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

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.

Paige Woods is a financial advisor with Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation and eight years of prior experience at Carlson Capital Management, LLC, following five years at Deloitte Tax LLP. She also serves as Senior Director and Manager of Tax Services at Sequoia Tax Services, a subsidiary of her firm that provides tax analysis and advice. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan consulting to a diverse client base that includes individuals, family offices, corporations, charitable organizations, and trusts. The firm employs a combination of model and customized portfolio management strategies overseen by an Investment Policy Committee and incorporates a range of investment vehicles, underpinned by fundamental, technical, and cyclical analysis.

Courtney Dent is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and five years of industry experience. She has worked at Mariner since 2020 and has prior experience at firms including Boyum Barenscheer, LLP and AgCountry Farm Credit Services. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, alongside specialized tax and administrative financial services.

Ryan Shaw is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 65 credential and four years of industry experience. Prior to joining Wells Fargo in 2022, he spent ten years with US Bank NA in wealth management. Wells Fargo Investment Institute is an SEC-registered, bank-affiliated 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 affiliate businesses with model portfolios and strategic research developed through both qualitative and quantitative analysis.

Gregory Haywood is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include six years at CETERA Advisor Networks LLC and two years at LPL Financial. He 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. The firm offers a range of financial planning, asset management, and retirement consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Haley Hausman is a CFP® with 11 years of experience in the financial industry. She is currently with Schwab Wealth Advisory and has prior experience at Charles Schwab Bank, TD Ameritrade, and Edward Jones. Outside of her advisory role, she works part-time selling tacos at the Minnesota State Fair through Taco King. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing a model-driven approach and third-party money managers for separately managed accounts.

Joshua Larson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, The Oak Ridge Financial Services Group, Inc., and U.S. Bancorp Investments, Inc. He is based in St. Paul, MN. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice and education programs. The firm’s investment approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management and offers both managed portfolios and non-discretionary recommendations.

Donald Bellefy is an advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Global Atlantic Financial Company and Sammons Financial Network. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid advisor/broker-dealer model with a focus on both discretionary and non-discretionary account management.