James Sioris is a financial advisor with Cresset Asset Management, LLC in Minnetonka, MN, holding Series 66 and Series 65 credentials and bringing 12 years of industry experience. He previously worked at Meristem Family Wealth LLC for 15 years before joining Cresset in 2022. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with services including wealth management, portfolio management, retirement plan consulting, and family office services. Its investment approach combines strategic asset allocation, active and passive management across multiple asset classes, and the use of third-party managers alongside tools such as artificial intelligence and machine learning.

Jay Hewitt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and with 34 years of industry experience. He has worked at Diversified Investors Securities Corp. since 2013 and with Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through several managed advice programs, focusing on asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary technology and third-party models from Morningstar Investment Management to provide both managed portfolios and non-discretionary recommendations to a large client base.

Kenneth Ericson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Wipfli Financial Advisors, and Wells Fargo Bank, N.A., where he worked for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Bryant Stein is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Bank. Outside of finance, he served nine years in the Army National Guard. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies.

Samuel Andrews is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at BerganKDV Wealth Management, Secured Retirement Advisors, and Transamerica Investors Securities Corporation. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Jeannine Lillard is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley and Abott Downing. Outside of finance, she owns a business assisting individuals with home organization and supports a local hair salon with project management. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party and proprietary investment strategies.

Zachery Moore is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and experience across several roles including positions at Carlson Capital Management and CTB Financial Services. He has also served in the Minnesota Air National Guard. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kyra Rosenwinkel is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Wealth Enhancement in 2017, she worked at Fagron, Inc. for one year. 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 regulatory assets under management, employing diversified, risk-class based investment strategies that combine passive and active managers overseen by an internal Investment Committee.

Ryan Steensland is a financial advisor at Tiedemann Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, and other institutional investors. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool to guide asset allocation across a range of investment types including equities, fixed income, private investments, and derivatives.

Scott Rohne is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Parkland Securities, LLC since 2014. Outside of his advisory role, he is a managing member and co-owner of Rohne Farms, LLC, where he is involved in the management and operation of a family farm. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Ryan Scott is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Principal Life Insurance Company since 2009. Scott is also the owner of Scott Wealth Planning LLC and a partner in an LLC formed to manage joint business interests. Principal Securities provides 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 offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jeffrey Kase is a financial advisor at Transamerica Retirement Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model asset allocations from Morningstar Investment Management to provide personalized asset allocation and retirement planning guidance.

Kyle Luebeck is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Mutual of Omaha and Mutual of Omaha Investor Services. He is also a panelist for Roi/Emporium/Business Insider, providing insights on software and best practices. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions made on a discretionary or non-discretionary basis.

Nathan Gaherty is a CFP® and ChFC® with 20 years of experience in the financial industry. He is currently an advisor at Schwab Wealth Advisory in Minneapolis, MN, and has prior experience with firms including Fidelity Investments, TD Ameritrade, Edward Jones, The Mather Group, and Ameriprise. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with clients retaining final trading decisions and accounts reviewed at least annually.

Syleste Arroyo is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, Syleste worked at Echo Wealth Management, Silveroak Wealth Management, Wiss & Company LLP, and Riker Danzig LLP. Syleste also has an eight-year affiliation with Fairleigh Dickinson University. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Benjamin Osborn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services and its affiliated entities since 2015 and previously was associated with LPL Financial. Osborn also provides administrative services to Wealth Enhancement Advisory Services. 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 employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management solutions.

Chad Lindell is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial. Lindell is also involved with Landmark Advisors as an investment-related business activity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Bo Strecker is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Voya, he worked at Northwestern Mutual for one year. Outside of financial services, he has been involved with USA Hockey and the City of Inver Grove. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm primarily operates through non-discretionary advisory relationships and provides multiple program structures including wrap programs and third-party money manager access.

Shawn Leigh Lemp is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2006 and is currently affiliated with Park Avenue Securities. In addition to his advisory work, he is contracted to sell insurance policies through an insurance services arrangement. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

Whitley Mott is a financial advisor at Equity Services, Inc. with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he owns and operates a pension administration business providing services to employers. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and blending long-term strategies with shorter-term options.