Ryan Utecht is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Promus Financial Group, LLC since 2021 and has been affiliated with Eagle Strategies and New York Life since 2018 and 2009, respectively. He also owns Utecht LLC, an investment-related business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Adam Heathcote is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Valmark Securities, Inc. and BerganKDV Wealth Management. Outside of his advisory work, he officiates high school and college football and basketball games as an independent contractor. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and incorporates a range of strategies including tax-loss harvesting and selective private market exposure.

Ian O'Brien is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has previously worked at BerganKDV Wealth Management and Hays Companies. He is based in Bloomington, MN. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Amir Abdelwahed is a CFP® with 31 years of industry experience and is currently affiliated with &PARTNERS. He previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Jay Cavanagh is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Kestra Advisory Services since 2016. Cavanagh also serves as a partner at The KNW Group and holds a senior vice president position at NFP, engaging in investment advisory services and business management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving clients that include large institutional investors such as sovereign wealth funds.

Tyler Roper is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cetera, and AdvisorNet Financial among other firms. Outside of his advisory role, he has been involved in marketing and agricultural products and has experience assisting in trading and operations support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms to support client goals.

Aaron Beadner is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. He has previously worked at Equitable Advisors and Zeutenhorst Financial Inc. Outside of his advisory role, Beadner serves as a council member for the City of Orange City, Iowa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual investors. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Ellan Howley is a CFP® professional with eight years of industry experience, currently serving at Savant Wealth Management since 2025. Prior to joining Savant, she worked for PrairieView Partners, LLC from 2016 to 2025. Outside of her financial advising career, she is a freelance French horn player, a pursuit she has maintained since 2007. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office 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, supported by affiliated accounting, legal, and trust services.

Sarah Geiger is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2015, including a ten-year tenure with LPL Financial, LLC. Outside of her advisory role, she is a notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Neil Frederickson is a financial advisor with Schwab Wealth Advisory in Edina, MN, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Charles Schwab, Mass Mutual Investors Services, and MassMutual Life Insurance Company. He also spent several years involved in professional hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection, relying on Charles Schwab & Co.’s asset-allocation models and research tools while requiring client approval for all trades.

Chanda Sour is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds Series 63 and Series 66 licenses. She has 29 years of industry experience, including roles at Securities America Advisors, Inc. and Sunset Financial Services. Sour also serves as president of Ludwig Financial Group, a marketing entity based in Minneapolis. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages roughly $12.77 billion in assets, primarily on a non-discretionary basis, and utilizes a variety of custodians, third-party money managers, and platform programs to implement client strategies.

Michael Paone is a financial advisor at Wells Fargo Investment Institute, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Wealth Management and Piper Jaffray & Co., as well as running a custom woodworking business. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses and select external clients. The firm delivers research and model guidance across specialized divisions without exercising investment discretion or holding custody of client assets.

John Mowery is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. His prior experience includes roles at JP Mowery Wealth Advisors, LLC dba BrightPoint Planning, O'Brien and Associates, Inc., and Trademark Financial Management. He is an Investment Committee Member for Ronald McDonald House Charities - Upper Midwest. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning, tax support, and estate-planning coordination.

Larry Mathison is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Integrity Funds Distributor. He is a co-owner of inherited farmland in western Minnesota, managing property-related duties outside of trading hours. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating with a large advisor network.

Tiffany Glidden Rude is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Merrill and LPL Financial, alongside her current tenure at Wealth Enhancement Advisory Services since 2017. 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Rick Peterson is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His work history includes roles at Principal Securities and Principal Life Insurance Company since 2014, as well as at Atlas Wealth & Retirement and CSP & Associates beginning in 2024. In addition to advisory services, he is involved in outside insurance activities covering long-term care, disability, fixed life insurance and annuities, health, medical, and supplemental insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Kvamme is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked with multiple entities within the Wealth Enhancement network since 2007. 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Daniel Stolfa is a CFP® professional with 15 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Evercore Wealth Management, CCG Wealth Management, and Merrill, among others. 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 investment approach combining passive and active strategies, supported by an internal Investment Committee.

Cameron Strobel is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Valic Financial Advisors since 1997 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts supported by centralized technology and third-party model managers.

Kathleen Kempson is a CFP® professional with one year of industry experience, currently serving as an advisor at Kestra Advisory. She has previously worked with Wealthspire and WEA Member Benefits and holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.