Cameron Kerkes is a CFP® professional with three years of industry experience currently affiliated with Mariner. He has prior experience at Vanguard Group and its affiliates and serves as a paralegal specialist in the Virginia Air National Guard, providing legal services to military personnel. Mariner serves a diverse clientele including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting, offering customized portfolios supported by in-house research and third-party managers along with integrated tax and accounting services.

Rachel Reis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 license and five years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously at Charles Schwab & Co., Charles Schwab Bank, and Ameriprise Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and research tools to tailor recommendations to client goals and risk tolerance.

Matthew Kaas is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Modern Life, TruChoice, The Leaders Group, and Questar Asset Management. In addition to his advisory role, he is involved in wholesaling variable insurance products through Modern Life. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent representatives, sub-advisors, and a direct-to-consumer digital platform called Starlight Portfolios.

Sarah Berggren is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She previously worked at CTB Financial Services, Ltd. for sixteen years before joining Creative Planning. 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 focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a large advisory team managing approximately $217 billion in assets.

Elizabeth Kaselnak is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at RBC Wealth Management and LPL Financial LLC. Kaselnak also has experience related to a podcast and a restaurant. 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 investment approach combining passive and active managers, supported by an internal Investment Committee.

Mark Schlumpberger is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Commonwealth Financial Network and Integrated Equity Management, having previously worked at Ameriprise, American Bank, Bank of Bozeman, and Aaron's, Inc. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Hannah Poss is a financial advisor at Mariner with a Series 65 credential. She has experience working at PricewaterhouseCoopers, LLP for seven years and joined Mariner in 2026. Prior to her professional career, she was affiliated with the University of Minnesota for four years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides a range of strategies across equities, fixed income, alternatives, and digital assets, while also delivering integrated tax and accounting services uncommon for firms of its size.

Andrew Tighe is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 16 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc since 2009 and is currently a partner at J. J. Swanson Advisory Group Inc. Outside of advising, he is co-owner of Carwardine, Tighe, and Swanson, LLC, which focuses on operational support and practice succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple adviser and promoter arrangements.

Justin Edwards is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Echo Wealth Management, LLC, and Equitable Advisors, LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers tailored asset allocation, manager selection, and private-market investment options through a combination of proprietary quantitative screening and external managers.

Michael Giefer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked at The Johnston Group from 2014 to 2019. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Patrick Stenson is a financial advisor at Private Advisor Group, LLC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Investors Financial Group, LLC and LPL Financial. Outside of advisory services, he is involved in the sales and service of fixed annuities, term life, long-term care, and disability insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary model and utilizes a range of strategies and technology platforms, often implementing advice through third-party managers and wrap programs.

Matthew Lindstrom is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has four years of industry experience and has worked with firms including LPL Financial and SS&C Technologies. 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 managers with quantitative and fundamental research.

Luther Hagen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes over two decades at LPL Financial and roles at Advisers' Pride, Inc. and Gateway Financial Partners, LLC. He is also involved in outside sales of non-variable insurance. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and consulting services. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee and a variety of implementation tools.

Brett Haukedahl is a financial advisor with Commonwealth Financial Network in Bloomington, MN, holding a Series 66 designation and 13 years of industry experience. He previously operated Haukedahl Financial Services, LLC and worked at Capital Management Securities, Inc. from 2013 to 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Morgan Schleif is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and also worked with LPL Financial from 2007 to 2025. Schleif has involvement in a painting business with his wife under JMS Corp. 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 offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joseph Newgren is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds the Series 63 designation and has previously worked at Piprude Financial and Union Financial, Inc. In addition to his advisory role, Newgren is a partner in Power Corner LLC, a business formed to provide operational support, business partnering, and practice succession planning in collaboration with other Principal advisors. Principal Securities offers 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 provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Melissa Bitting is a financial advisor at Principal Financial Services with 19 years of industry experience. She holds a Series 63 designation and has been with Principal Securities Inc. and Principal Life Insurance Company since 2006. In addition to her advisory role, she serves as a bank officer for Principal Bank and Principal Trust Company to support and manage retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jennifer Boland is a CFP® with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2015. She has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. 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 utilizes a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Daven Kirubakeren is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 31 years of industry experience. He is also the owner of Gistel Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business. Kirubakeren has previous experience at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Franklin Pulkrabek is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Northwestern Mutual, and Cargill. Prior to his financial services career, he worked in education for ten years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. 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.