David Seidelmann is a CFP® with 21 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has a longstanding career at Park Avenue Securities, dating back to 2005, and is involved in raising awareness about federal student loan forgiveness programs. Park Avenue Securities LLC, a fully owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

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, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2025 and previously held positions at Ameriprise Financial Services and Northwestern Mutual Investment Services. Schwab Wealth Advisory, Inc. serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach emphasizes client-approved trades based on standard asset-allocation models and internal research, with a focus on separately managed accounts and periodic reviews tailored to clients’ goals and risk tolerance.

Patricia Barrett is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, utilizing a range of analytical methods and ongoing account reviews.

Benjamin Macgowan is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Principal Financial Services in Minnetonka, MN. His work history includes roles at Piprude Financial and several Principal subsidiaries since 2021. Outside of advisory functions, he is involved in offering fixed insurance products, including life, disability, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory programs emphasize financial planning, retirement consulting, and access to third-party money manager solutions through various advisor 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 who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., where he has been involved since 1986. Through Boys & Tyler, he provides services related to group life, medical, dental, disability, and retirement plans. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, typically implemented on a discretionary basis.

David Gottesman is a financial advisor with Commonwealth Financial Network in Excelsior, MN, holding Series 66 and Series 63 licenses and with 21 years of industry experience. His career includes roles at Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, and Northern Lights Distributors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a mix of investment products and services.

Nicholas Roth is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Plymouth, MN. His career includes roles at LPL Financial and Secured Retirement Financial, as well as academic positions at the University of St. Thomas and Creighton University. 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 uses diversified, risk-class based investment strategies combining passive and active management, supported by an internal Investment Committee.

Aaron Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Commonwealth Financial Network and The Rein Group, as well as earlier positions at Blue Ops and the University of St. Thomas. 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 managing around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.

Mark Isenberg is a financial advisor with Voya Financial Advisors, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he has served as a primary election judge. Voya Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, plans, and organizations. The firm employs a range of investment strategies and technology-enabled tools, offering both non-discretionary and discretionary management through a large network of investment adviser representatives.

Alan Stricker is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including prior roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and UBS Financial Services. In addition to his advisory work, he owns August Edge, LLC, which provides non-investment services to pre-retirees and retirees. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through independent advisers. The firm offers a wide range of portfolio management and consulting services and incorporates multiple program structures supported by centralized due diligence and advanced technology tools.

Heather Bantle is a financial advisor at Guardian Life with 15 years of industry experience. She holds a Series 63 designation and has worked primarily at Park Avenue Securities and Guardian Life since 2010. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, including advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Landon Lantz is a CFP® professional affiliated with Sequoia Financial Group, L.L.C. He has one year of industry experience and previously worked at Carlson Capital Management and Edward Jones. Outside of financial advising, he was involved with Lantz Enterprises for eight years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions overseen by an Investment Policy Committee and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

James Sand is a financial advisor at Tiedemann Advisors, LLC with 22 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, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool and a range of investment strategies including equities, fixed income, private investments, and derivatives.

Bennett Kerfeld is a financial advisor at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Level Four Financial. Outside of his advisory role, he owns and operates a lacrosse equipment reselling and servicing business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures combining in-house and third-party strategies.

Richard Martin is a CFP® professional with seven years of industry experience, currently affiliated with SPC. He has previously worked at Parkland Securities, American Funds, Capital Group Companies, Edward Jones, and other firms. Martin also provides notary services on an as-needed basis. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized, discretionary investment advice through various account programs.

Paige Woods is a financial advisor with Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation and eight years of prior experience at Carlson Capital Management, LLC, following five years at Deloitte Tax LLP. She also serves as Senior Director and Manager of Tax Services at Sequoia Tax Services, a subsidiary of her firm that provides tax analysis and advice. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan consulting to a diverse client base that includes individuals, family offices, corporations, charitable organizations, and trusts. The firm employs a combination of model and customized portfolio management strategies overseen by an Investment Policy Committee and incorporates a range of investment vehicles, underpinned by fundamental, technical, and cyclical analysis.

Mack Farley is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Kestra Advisory since 2018, following prior roles at Ameriprise Financial Advisors and Northwestern Mutual. He is involved in financial planning, client reviews, and due diligence through his position as a Registered Field Assistant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Courtney Dent is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and five years of industry experience. She has worked at Mariner since 2020 and has prior experience at firms including Boyum Barenscheer, LLP and AgCountry Farm Credit Services. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, alongside specialized tax and administrative financial services.