Mitchell Fiereck is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Minneapolis, MN. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner of an investment real estate business, FIERECK PROPERTY GROUP LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Sara Sell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked at Wipfli Financial Advisors, Hewins Financial Advisors, and SPS Commerce. Outside of her advisory role, she works as an independent contractor shopper for an online delivery service. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning–led investment process with a focus on low-cost indexing and offers a range of supplemental strategies alongside a broad suite of retirement plan services.

Adam Thielen is a financial advisor at Cetera Planning Partners with a Series 65 designation and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years and leads the Estate, Trust, and Gift taxation team at Olsen Thielen & Co., Ltd, where he has been involved in tax compliance and financial advisory services since 2012. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates diversified allocations with a formal planning process and provides ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers.

Adam Kuhlmann is a financial advisor at Mariner with eight years of industry experience. He holds a Series 65 designation and previously worked at Nuveen, Winslow Capital, and WHV Investments, Inc. He has been with Mariner since 2025. Mariner serves a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios overseen by an Investment Committee and supported by both in-house research and third-party managers.

Ted Vickerman is a financial advisor at TIAA-CREF with 12 years of industry experience. He has held prior roles at Ameriprise and Thrivent Financial. Outside of his advisory work, he owns and operates a seasonal holiday light installation business, Ted's Christmas Lighting, LLC. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers a range of customized and model portfolio solutions within a fiduciary framework.

Jacqueline Boldt is a financial advisor with Eagle Strategies (NY Life) in Edina, Minnesota, holding Series 63 and Series 66 licenses with one year of industry experience. She has worked with Eagle Strategies since 2026 and maintains concurrent roles at North Range Financial LLC and NYLIFE Securities LLC. Outside of her advisory work, Boldt has been involved in entrepreneurial ventures including Live and Love Studios, LLC since 2007 and previously operated Hot Dish Advertising, LLC. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services linked to insurance and annuity products. The firm offers multiple program types and emphasizes tailored advice, with the majority of assets managed on a non-discretionary basis.

Cullen Buck is a financial advisor at Lincoln Investment with a Series 66 credential and one year of industry experience. Prior to joining Lincoln Investment, he worked at Eagle Valley Financial Services and has a varied background including roles outside finance such as at FedEx Freight and in automotive detailing. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes both advisor-led and firm-managed strategies.

Jeremy Myrum is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Creative Planning since 2019 and previously held roles at Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group from 2011 to 2018. 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 client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Benjamin Mason is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, Advanced Wealth Management Group, and Equitable Advisors. Mason is based in Golden Valley, MN. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Peter Ludwig is a CFP® professional with 39 years of industry experience, currently affiliated with United Planners Financial Services of America. His career includes long-term roles at Sunset Financial Services and Securities America, among others. He has maintained an ongoing independent practice under the Ludwig Financial Group name since 1964. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to charitable organizations and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based financial planning and investment services through a network of 477 independent advisors.

Jayne Christian is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Schwab Wealth Advisory in Chanhassen, MN. Her prior roles include positions at Robinhood Markets, TradePMR, Capital Wealth Advisors, SkyView Partners, and Kestra Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools.

David Seidelmann is a CFP® professional with 21 years of industry experience, currently associated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved in educating the public on federal student loan forgiveness programs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Amy Erkenbrack is a financial advisor with Sequoia Financial Group, L.L.C. in Minneapolis, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at THRIVENT Financial and Thrivent Investment Management Inc. for 11 years before joining her current firm. Outside of finance, she does voice-over work for commercials, ads, and e-learning projects. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles overseen by an Investment Policy Committee.

Adam Hendrickson is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual Investment Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on standardized asset allocation models and Schwab research tools.

Patricia Barrett is a financial advisor at &Partners with 35 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining &Partners in 2024, she worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of proprietary and third-party strategies through discretionary and non-discretionary accounts.

Benjamin Macgowan is a CFP® professional with four years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Piprude Financial and various entities within Principal, as well as a background in full-time education and interior design. Macgowan holds a Series 66 license and is based in Minnetonka, MN. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory 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.

Timothy Boys is a financial advisor with Principal Financial Services in Eden Prairie, MN, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., which provides group life, dental, disability, and retirement insurance solutions. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

David Gottesman is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and possessing 21 years of industry experience. His career includes roles at Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, LLC, and Northern Lights Distributors, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.