Phillip Strohm is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 65 credential and previously worked at Meristem Family Wealth LLC for 16 years before joining Cresset in 2022. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

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.

Paul Neri is a CFP® and ChFC® credentialed financial advisor with 42 years of industry experience. He is currently affiliated with TLG Advisors, Inc. in Minnetonka, MN. His prior work includes roles at Wells Fargo Clearing Services and The Huntington Investment Company. Outside of advisory work, he serves as a substitute teacher in the Wayzata Public Schools. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

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.

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.

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.

Jeremy Myrum is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Creative Planning since 2019 and previously held roles at Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group from 2011 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Benjamin Mason is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Wealth Services, Advanced Wealth Management Group, and Equitable Advisors. Mason is based in Golden Valley, MN. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Peter Ludwig is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at United Planners Financial Services of America. His prior experience includes roles at Securities America Advisors, Inc., Securities America, Inc., and Sunset Financial Services, Inc. He has maintained involvement with Ludwig Financial Group and Kansas City Life since 1964. United Planners Financial Services is a national wealth-management enterprise serving a broad client base with advisory and brokerage services. The firm manages approximately $12.77 billion in assets and supports its independent advisors with a variety of custodial and platform solutions.

Jayne Christian is a CFP® professional with nine years of industry experience currently with Schwab Wealth Advisory. Her prior experience includes roles at Robinhood Markets, TradePMR, and SkyView Partners. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

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.