Katie Scalia is a financial advisor at Principal Financial Services based in Minneapolis, MN, holding Series 65 and Series 63 licenses. She has experience at several firms including Principal Securities, Principal Life Insurance Company, 1834 Investment Advisors, Bremer Bank, and Wells Fargo, totaling over 30 years in the financial industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Camille Vukodinovich is a CFP® professional with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2022 and previously held roles at Meristem Family Wealth LLC, CliftonLarsonAllen Wealth Advisors, LLC, Wipfli Financial Advisors, LLC, Hewins Financial Advisors, LLC, and the University of Wisconsin-Madison. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, active and passive management, and alternatives across various asset classes, while using tools such as artificial intelligence and machine learning for research and analysis.

Stacy Johnson is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Her prior experience includes roles at RBC Global Asset Management and RBC Capital Markets. She is a partial owner of SJS Advisory Services, LLC, a tax services firm founded by her husband, though she does not participate in its operations. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Brian Craig is a ChFC® with 17 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life), where he has worked since 2014, and has prior experience with New York Life Insurance Company and NYLife Securities LLC dating back to 2009. He is also a passive investor in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Madeline Longo is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Waypoint Capital Advisors and Ameriprise Financial, and held a position at the University of Wisconsin–Madison. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, employing a range of implementation options including ETFs, mutual funds, and separate accounts.

Shane Harjes is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cresset since 2019. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, the University of Colorado Boulder, and Filter Haus LLC. Harjes serves as treasurer for The Table Minneapolis, a charitable organization. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach that blends active and passive strategies, supported by a structured due diligence program and private fund management activities.

Tenielle Shallman is a CFP® professional with 24 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has worked at Wealth Enhancement Advisory Services since 2001 and Wealth Enhancement Brokerage Services since 2007, with prior experience at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm emphasizes strategic asset allocation using a combination of passive and active managers, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Bernie Zeruhn is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a referee for youth soccer matches with the Minnesota State Referee Committee. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored financial solutions through integrated teams and affiliated entities.

Juliette Marth is a financial advisor with VOYA Financial Advisors, Inc. in Bloomington, MN, holding a Series 66 designation and 10 years of industry experience. She has been with VOYA Financial Advisors since 2015. In addition to her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. 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 offers a range of advisory programs through model portfolios and manager-driven sleeves, combining both discretionary and predominantly non-discretionary investment management alongside an active broker-dealer distribution platform.

Edward Davies is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex Securities Corporation and Paychex Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

John Dewey Jr. is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding the CFP® and ChFC® designations and having 48 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he volunteers with Tentmakers to help Christians deepen their financial stewardship and also coaches youth football. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, delivering advice through a range of models and third-party managers while operating as both a registered investment adviser and an active broker-dealer.

Terry Lewis is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and operates under the DBA Veritas Financial Strategies, LLC, where he brokers non-registered insurance products. His career includes longstanding roles with New York Life and its affiliates since 1980. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works extensively with retirement plan sponsors and corporate clients.

Caden Boyer is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Sequoia, he worked at Saint Mary's University of Minnesota, Pritchard Companies, and HyVee. Sequoia Financial Advisors 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 combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Sirisha Davuluri is a financial advisor at Principal Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for two years. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. 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.

Steven Bentley is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services and engagements as a test administrator and agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm emphasizes technology and model-driven solutions to serve a broad client base and operates within a combined adviser and broker-dealer structure.

Kimberly Zemke is a CFP® and Series 66-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, with four years of industry experience. She has worked with Wealth Enhancement Brokerage Services and LPL Financial, LLC, and previously spent 14 years at HealthEast Care System. Zemke also holds a notary commission and provides administrative support within her advisory firm. 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 approach combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Timothy Foster is a financial advisor with Primerica Advisors in Wayzata, MN, holding 56 years of industry experience. He has worked with Guardian Life Insurance Co. of America since 2014 and Primerica Advisors since 2006. Outside of his advisory work, Foster is involved in the restaurant industry through ownership in Nova Restaurant Group and Tavern 4 & 5 LLC, and participates annually in fundraising for Ducks Unlimited. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs and a focus on integrated, scalable solutions.

Richard Berquist is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 credentials and 30 years of industry experience. He has been associated with Private Advisor Group since 2022 and also maintains ongoing roles with Investors Financial Group and LPL Financial since 2014. Private Advisor Group is an SEC-registered advisory firm managing 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, employing various investment strategies and supporting held-away account management through technology partnerships.

Bradley Reiling is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BerganKDV Wealth Management and has experience in roles at Minnesota State-Mankato and Canterbury Park. Outside of finance, he operates Swag Guys, a merchandise business selling products at concerts. Creative Planning provides wealth management, financial planning, 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Joshua Lester is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation with two years of industry experience. He previously worked at Carlson Capital Management for three years and has experience connected to Montana State University. Sequoia Financial Advisors, LLC provides 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.