Erich Hartwig is a CFA® charterholder with one year of experience in the financial industry. He has worked at Tiedemann Advisors, LLC since 2024 and previously spent 13 years at Envoi, LLC. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as to trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach and uses a proprietary risk-optimization tool to guide asset allocation across various asset classes.

Jordan Mills is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. Mills holds Series 63 and Series 65 licenses and has a minority ownership interest in Wipfli Financial Advisors. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, supported by affiliated legal and accounting resources.

Taylor Thompson is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Joshua John Batalden, and Merrill Lynch Wealth Management. Before entering the financial industry, Thompson worked at United Parcel Service and has experience in education and athletics, including junior hockey. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm provides tailored recommendations across multiple program types, focusing primarily on non-discretionary asset management for individual and institutional clients.

Daniel Dziekciowski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and LPL Financial. Outside of his advisory role, he is involved with Duck Duck Gray Duck, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Ryan Cusin is a financial advisor at Mariner Wealth Advisors in Bloomington, MN, holding a Series 65 credential with three years of industry experience. Prior to joining Mariner, he worked at CX Institutional, LLC and Gypsum Consulting, among other firms. In addition to his advisory role, he serves as an assistant hockey coach for the Rogers Youth Hockey Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines customized portfolio management with integrated tax and accounting services, supported by an internal investment committee and access to third-party managers.

Justin Piprude is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Principal Life Insurance Company since 2011 and Principal Securities since 2016, as well as experience with Union Financial, Inc. and co-ownership of Piprude Financial. Outside of his advisory work, he is involved in life and health insurance sales and co-owns an entity focused on succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money managers, implementing investments primarily on a discretionary basis.

Michael Stern is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, he is a vice president and partner in MMB & Associates, LLC, an entity formed for personal liability purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Mark Parrish is a CFP® professional with 29 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2001 and held prior roles at Linsco/Private Ledger Corp and Wealth Enhancement Brokerage Services. In addition to his advisory work, he is involved in selling fixed insurance products through Wealth Enhancement Group LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and consulting services.

Lynn Pederson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Fidelity Investments, Riversource Distributors, Ameriprise Financial Services, LPL Financial, and Trustone Financial Credit Union. Outside of her advisory work, she is involved in bookkeeping and maintenance for Pederson Farms in Roseau, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation and retirement guidance for a broad client base.

Jeffrey Allen is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding the CFP® designation and Series 63 license. He has 25 years of industry experience and has been a partner and 24.5% owner of The Rein Group, a securities and insurance business, since 2006. Additionally, he is involved with Beyond Medicare, providing Medicare and health insurance classes and consulting services, and is a senior partner in EducateU LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

Eric Gross is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he coaches a youth soccer team and has worked part-time as a Lyft driver and bartender. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Michael Lewis is a Certified Financial Planner® associated with Transamerica Retirement Advisors, LLC, with 21 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm’s approach integrates Morningstar Investment Management’s proprietary tools and model portfolios to offer both implemented managed portfolios and non-discretionary recommendations.

Stephen Shealy is a Certified Financial Planner® with 13 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2012. Outside of finance, he performs music periodically in various venues. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage, financial planning, retirement consulting, and investment advisory services, utilizing both proprietary and third-party models.

Christian Okada is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2016. His background includes roles with Wealth Enhancement Brokerage Services, Wealth Enhancement Group, and LPL Financial. Outside of his advisory work, he participates as a chain crew member for the South Washington School District. 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 retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Jordan Paine is a CFA® charterholder currently with Tiedemann Advisors, LLC, where he has worked since 2024. He has four years of industry experience, including prior roles at Envoi, LLC and Project Consulting Group. Tiedemann Advisors provides 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, combining core allocations to third-party managers with tactical positions, and utilizes a proprietary risk-optimization tool to guide asset allocation across various asset classes.

Christopher Peplinski is a financial advisor with TLG Advisors, Inc. in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His work history includes roles at The Leaders Group Inc., Capitas, Royal Alliance Associates, Brokerage Resources Inc., and BMW of Minnetonka. He is also active as an insurance brokerage manager with Capitas. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and retirement plans, and institutional investors. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Benjamin Lane is a Series 65-licensed financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, with six years of industry experience. Prior to joining Sequoia Financial Group in 2025, he worked at Carlson Capital Management, LLC from 2019 to 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michele Newhouse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Advisory Services, LLC during her career. Michele is also an insurance agent, selling traditional insurance products including fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with United Planners since 1997 and has also managed his own insurance and investment-related businesses since the mid-1980s. Outside of advisory work, he has involvement in residential rental property management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with a focus on non-discretionary account management.

Benjamin Milbrath is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with D.A. Davidson since 2006. Outside of his advisory role, Milbrath is involved in various real estate development and management activities across several locations, including land development and property management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.