Eric Hemingway is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and 27 years of industry experience. He has been with United Planners since 2015 and is also president of Chiswick Lane, Inc., where he provides consulting services. Hemingway serves as a volunteer board member for a community organization in Plymouth, MN. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services primarily through independent Investment Adviser Representatives.

Kerry Meath Sinkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2026. Prior to joining Hightower, she was involved with PKS Investments and Cetera, and has experience running her own advisory practices including Journey Strategic Wealth dba Meath Wealth Advisors. Outside of financial advising, she is involved in educational activities related to Ayurvedic medicine and provides financial education focused on the relationship between money, spirituality, and emotions. Hightower Advisors offers investment advisory and planning services to individual and institutional clients with an emphasis on manager selection and multi-manager solutions. The firm utilizes a broad range of investment vehicles and proprietary research to support portfolio construction and provides services including discretionary portfolio management, financial planning, and retirement consulting.

Colin Farley is a financial advisor with Empower Advisory Group in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. His prior positions include roles at Ameriprise Financial Services, Fidelity Investments, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside services for Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns through integrated planning and managed account solutions tied to Empower’s administrative platforms.

David Ehrenkrook is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. He has been with Independent Financial Group, LLC since 2013 and Heritage Financial Group Inc. since 2005. Outside of his advisory work, Ehrenkrook is a freelance drummer and organizes a monthly business networking happy hour. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client investment strategies.

Jack Fay is a financial advisor with Oppenheimer, holding Series 65 and Series 63 licenses and 15 years of industry experience. Prior to joining Oppenheimer in 2020, he worked at RBC Capital Markets, Ehlers Investment Partners, and operated his own firm, Fay Investments & Planning. Since 2023, he has served as a trustee for the Virginia M Barber Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities. The firm provides a broad range of advisory programs across equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary services with an emphasis on thorough portfolio management and customized investment policy development.

Jeffrey Dekko is a CFP® professional at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. He has worked with LPL Financial for 18 years and has been involved with Wealth Enhancement since 2003. Dekko also serves as a board member for Orion Advisor Technology. 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 using both passive and active managers, supported by an internal Investment Committee.

Brad Sharp is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, FBL Financial Group, and U.S. Bancorp Investments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized and scalable retirement advice.

Kristine Kircher is a financial advisor at &PARTNERS with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Lee Kitzenberg is a financial advisor with Eagle Strategies (NY Life) in Edina, MN. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life and its affiliated entities since 2003. Outside of his advisory work, Kitzenberg volunteers annually for the Minnesota Medical Foundation winefest event. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, including fee-based hourly advice and retirement plan consulting, with a primary focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Charles Stewart is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has worked at Commonwealth since 2018 and concurrently at Integrated Equity Management, Inc. since 2015. Stewart has prior experience with Minnesota Life Insurance Company, CRI Securities, LLC, Securian Financial Services, Inc., and North Star Consultants, Inc. He is also involved in fixed insurance sales, dedicating part of his time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers discretionary model portfolios alongside customizable investment solutions.

Marcus Gardner is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has previously worked at Wealth Enhancement Advisory Services and Wealth Enhancement Group. Marcus has a background that includes roles in education and retail prior to his financial advisory career. Mariner serves a broad range of clients, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and it maintains a notable integration of tax and accounting services alongside traditional portfolio management.

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.

Staci Murphy is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at LPL Financial, Financial Dimensions Group, Royal Alliance Associates, and Avantax Advisory Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a wide range of adviser support, including managed-account programs, access to third-party asset managers, and custody services.

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.

Jeffrey Riegle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Green Guardian Wealth Management, Principal Securities Inc, LPL Financial, and Waddell & Reed Inc. Outside of his advisory role, Riegle volunteers supporting the employer outreach program for the Guard and Reserve and serves on the marketing committee for The Foundation of St. Andrew’s. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he owns and operates a seasonal holiday light installation business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a range of advisory services including model portfolio management and customized portfolio options under a fiduciary standard.

Jacqueline Boldt is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN. She holds Series 66 and Series 63 registrations and has one year of industry experience. Prior to joining Eagle Strategies, she was involved with Hot Dish Advertising, LLC and has been associated with Live and Love Studios, LLC since 2007. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and maintains a large non-discretionary asset base, working within an integrated New York Life affiliate structure.

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.