Matthew Griffin is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently associated with Principal Financial Services and has previously worked with JJ Swanson Advisory Group and Principal Life Insurance Company. Outside of advisory roles, he supports administrative operations at JJ Swanson Advisory Group. Principal Securities, where Matthew works, offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm provides financial planning, retirement consulting, and access to third-party money manager programs implemented mainly on a discretionary basis.

Thomas Pesch is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He previously worked at Honkamp Krueger Financial Services for 10 years and has been associated with Olsen Thielen Co since 2008, where he also holds an accounting position advising businesses on accounting, auditing, and taxation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified allocations aligned with client objectives and risk tolerance.

Brent Romenesko is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors. Prior to joining NewEdge Advisors, he worked at Tempo Investment Advisors, Inc. for 19 years and GWM Advisors LLC for 5 years. He also provides insurance solutions as part of client financial planning through a separate insurance sales business. NewEdge Advisors is an enterprise-scale registered investment advisor that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party managers, with an emphasis on centralized due diligence and the use of technology to support advisors and clients.

James Roberts is a financial advisor at TLG Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intera Capital Partners LLC and CenterPoint Capital Management. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and advises iBorrow on insurance investor access to real estate loan assets. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolios managed by independent advisors and sub-advisors, along with a direct-to-consumer digital program called Starlight Portfolios.

Todd Loudenslager is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2020, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also president of the West Point Society of Minnesota. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individual, high-net-worth, and institutional clients.

Jeffrey Tiber is a financial advisor with Kestra Advisory Services who holds a Series 66 designation and has 27 years of industry experience. His prior career includes long tenures at New Century Financial Group, Commonwealth Financial, and Rmi. Outside of his advisory role, he serves as Vice President of New Century Group, LLC, a real estate management entity, and participates in real estate consulting and property management activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary services, plan design, compliance testing, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Gregory Hanson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group since 2012 and also affiliated with LPL Financial and APD Financial Services, LLC. Hanson is involved in selling long-term care, term insurance, and fixed annuities, and he is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers various managed account solutions and employs a fiduciary-based advisory model utilizing technology platforms and third-party managers to implement investment strategies.

Austin Thielen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at LPL Financial, AGP/Alliance Global Partners, International Assets Advisory, and Raymond James Financial Services. 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 employs a diversified, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Charles Schwinck is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at Gravie, the University of St. Thomas, and Vista Outdoor. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Noah Williams is a financial advisor at Creative Planning in Bloomington, MN, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors and academic work at the University of Wisconsin-Eau Claire. Creative Planning provides wealth management 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Isaac Barthelmess is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Wealth Enhancement Group. 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, risk-class based investment approach combining passive and active managers overseen by an internal Investment Committee.

Thomas Wrich is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a range of strategies and both proprietary and third-party portfolio management.

Nicole Hawthorne is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and two years of industry experience. Her prior work history includes roles at Charles Schwab & Co., Inc. and Beauty First. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Kristy Schaffer is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Irwin Schaffer LLC and Prairieview Partners LLC for 18 years. 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 sub-advised mandates, supported by integrated accounting, legal, and trust service affiliates.

Kelly Willi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at TD Ameritrade, Charles Schwab, JP Morgan Chase, and LPL Financial. Outside of her advisory work, she occasionally assists with youth hockey tournaments through a local nonprofit organization. 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 financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jacob Strucel is a financial advisor at Savant Wealth Management in St. Paul, MN, with two years of industry experience and a Series 65 credential. His prior roles include positions at Vanguard, Edward Jones, and PrairieView Partners. Savant Wealth Management provides comprehensive wealth management and financial planning 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 and a range of affiliated implementation services.

Adam Landvik is a financial advisor with Private Advisor Group, LLC based in Roseville, MN, holding a Series 63 credential and 25 years of industry experience. He has been with Private Advisor Group since 2022 and has concurrently worked with Investors Financial Group, LLC and LPL Financial, LLC since 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

Patrick Siering is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He worked at Meristem Family Wealth for 11 years before joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using a combination of active and passive strategies and conducts thorough due diligence on third-party managers.

Lewis Crosby is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 credential and having two years of industry experience. Prior to joining Cresset, he worked at Tradition Companies and has held various roles in education and other sectors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in 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 integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Jacob Anderson is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has been with Wells Fargo in various roles since 2016, including his current position at the Investment Institute since 2026. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate 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 affiliates with model portfolios and strategic insights developed through team-based qualitative and quantitative analysis.