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.

Mack Farley is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Kestra Advisory since 2018, following prior roles at Ameriprise Financial Advisors and Northwestern Mutual. He is involved in financial planning, client reviews, and due diligence through his position as a Registered Field Assistant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

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 at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked in wealth management at US Bank NA for ten years. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research supports Wells Fargo Advisors and fiduciary divisions, offering model guidance without exercising investment discretion or holding custody of client assets.

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.

James Sioris is a financial advisor with Cresset Asset Management, LLC, holding Series 65 and Series 66 credentials and 12 years of industry experience. He joined Cresset in 2022 after 15 years with Meristem Family Wealth LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client 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 combines strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and various alternatives.

Jay Hewitt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and with 34 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2013 and with Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice programs, focusing on asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary technology and third-party models from Morningstar Investment Management to provide both managed portfolios and non-discretionary recommendations to a large client base.

Kenneth Ericson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Wipfli Financial Advisors, and Wells Fargo Bank, N.A., where he worked for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving 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.

Samuel Andrews is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at BerganKDV Wealth Management, Secured Retirement Advisors, and Transamerica Investors Securities Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Zachery Moore is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and experience across several roles including positions at Carlson Capital Management and CTB Financial Services. He has also served in the Minnesota Air National Guard. Sequoia Financial Advisors, LLC 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 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.

Kyra Roffers is a CFP® and Series 66 registered financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She has worked at multiple affiliated entities within Wealth Enhancement since 2017 and previously held a position at Fagron, Inc. from 2016 to 2017. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Ryan Steensland is a financial advisor at Tiedemann Advisors, LLC with 15 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, and other institutional investors. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool to guide asset allocation across a range of investment types including equities, fixed income, private investments, and derivatives.

Haley Hoskin is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 designations and two years of industry experience. She has worked at multiple firms including Priebe Wealth, Magnetic North Advisors, and LPL Financial LLC. 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-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ryan Scott is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Principal Life Insurance Company since 2009. Scott is also the owner of Scott Wealth Planning LLC and a partner in an LLC formed to manage joint business interests. 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 military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jeffrey Kase is a financial advisor at Transamerica Retirement Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model asset allocations from Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.

Kyle Luebeck is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Mutual of Omaha and Mutual of Omaha Investor Services. He is also a panelist for Roi/Emporium/Business Insider, providing insights on software and best practices. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions made on a discretionary or non-discretionary basis.

Nathan Gaherty is a CFP® and ChFC® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab & Co., Fidelity Investments, TD Ameritrade, Edward Jones, The Mather Group, and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, offering tailored, at-least-annual reviews without exercising discretionary trading authority.

Syleste Arroyo is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, Syleste worked at Echo Wealth Management, Silveroak Wealth Management, Wiss & Company LLP, and Riker Danzig LLP. Syleste also has an eight-year affiliation with Fairleigh Dickinson University. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Benjamin Osborn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services and its affiliated entities since 2015 and previously was associated with LPL Financial. Osborn also provides administrative services to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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 quantitative and fundamental research, and offers a range of financial planning and asset management solutions.