Rebekah Johnson is a financial advisor at NewEdge Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Tempo Investment Advisors, and Eide Bailly LLP. Johnson is involved with the Lions Club of Victoria and the Reach For Me Network in outside employment roles. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Ashish Tomar is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has operated under the DBA Akshya Financial, focusing on selling New York Life products and brokering non-registered insurance products. Tomar’s career includes roles at Wealth Transformations LLC and Tomar & Associates. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Kelly Fischer is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Plymouth, MN. She has been with Wealth Enhancement and its affiliated entities since 2012. Outside of her advisory role, Kelly is a notary public. 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 approach that combines passive and active management guided by an internal Investment Committee.

Gregory Laughlin is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Meristem Family Wealth LLC for 10 years before joining Cresset in 2022. Outside of his advisory role, he assists in organizing special events through Twirl Events. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach, combining active and passive strategies and utilizing third-party managers where appropriate.

Andreas Scott is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner in Bloomington, MN. He worked previously at Carlson Capital Management for two years before joining Mariner in 2018. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach combines in-house research with third-party managers and covers a diverse set of strategies, supported by integrated tax and accounting services that include in-house CPAs and specialty tax planning.

Stephen Carlton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2013 and has also been involved with Carlton Investment Services Group, LLC and Trademark Financial Management, LLC for over two decades. He is the sole owner of Carlton Investment Services Group, which has offered life, health, and long-term care insurance since 1990. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm utilizes a combination of firm- and third-party models to develop client strategies, employing both passive and active investment approaches across varying risk profiles.

Luke Helmich is a financial advisor at Mariner with Series 63 and Series 65 credentials. He joined Mariner in 2024 and has prior experience outside the industry, including roles at CrossFit SISU and positions related to education and hospitality. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized portfolio management, financial planning, and consulting services. The firm integrates in-house research with third-party manager allocations and offers specialized tax, accounting, and employer financial wellness solutions.

David Cass is an investment advisor at TLG Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc, Allianz Life, Cetera Advisor Networks LLC, Girard Securities Inc, and United Capital Financial Advisers, LLC. At Allianz Life, he serves as Vice President and Head of the RIA Concierge Desk and sales unit. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, using a research approach based on fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer program called Starlight Portfolios.

Jacob Reinhardt is a CFP® with 10 years of experience in the financial services industry. He currently works at J.W. Cole Advisors, Inc. and has prior experience at Charles Schwab, TD Ameritrade, and Scottrade. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm utilizes a combination of fundamental and technical analysis alongside digital advice tools and provides both transaction-based and wrap-managed program options.

Matthew Paulson is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Voyageur Capital Advisors. Outside of his financial career, Paulson serves as a part-time firefighter in Hopkins, Minnesota. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches through a large network of independent adviser representatives, offering both discretionary and non-discretionary management with multiple account platforms and service options.

John Csargo is a CFP® professional with nine years of industry experience, currently serving at Cetera Planning Partners since 2026. He is also an accountant and partner at Boyum & Barenscheer PLLP, a regional CPA firm in Minneapolis where he provides tax, consulting, accounting, and valuation services. Prior to joining Cetera Planning Partners, he worked at HK Financial Services, Inc. from 2017 to 2020. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

William Voyles is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Magellan Financial and Allianz Life Company of North America. Voyles is also the founder and president of Fundamental Wealth Designs LLC, where he is involved in life insurance and annuities sales. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, offering tailored advice through discretionary and non-discretionary authority supported by model portfolios and third-party sub-advisers.

Nicole Webb is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. She has held previous roles at Wealth Enhancement Brokerage Services and LPL Financial. Webb is also involved in sales of fixed annuities, disability, and long-term care insurance through Wealth Enhancement Group, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, 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 retirement consulting services.

Lisa Blevens is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Richfield Bloomington Credit Union, Infinex Investments, TD Ameritrade, CUNA Brokerage Services, Posta Credit Union, Transamerica Financial Advisors, and U.S. Bancorp Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer model and delegating investment management to its representatives.

Judson Beeskau is a CFP® professional with 19 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Private Client Services and Cambridge Investment Research. Outside of his advisory work, he serves as Vice President of Finance on the board of the Twin Cities Society for Human Resource Management. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and qualified retirement plan sponsorship. The firm employs a mix of core/satellite, thematic, and tactical investment strategies and also offers family office services and tax advisory through an affiliated subsidiary.

Tonya Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2011. In addition to her advisory role, she is a commissioned notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation across risk classes with both passive and active management, supported by an internal Investment Committee and comprehensive research incorporating quantitative and fundamental analysis.

Tyler Jensch is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes 13 years at Thrivent Investment Management Inc. and one year at Raymond James & Associates, Inc. before joining his current firm. 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 using a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Isabella Swanson is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She holds a Series 65 designation and has previously worked at Carlson Capital Management, Creative Planning, LLC, The Walt Disney Company, and The Toro Company. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Thomas O Hara is a financial advisor with Principal Financial Services based in Minnetonka, MN. He holds a Series 66 designation and has prior experience at One River Asset Management, Ernst & Young, and PricewaterhouseCoopers. He is also involved in the sales and service of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Zachary Wahl is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and the University of Minnesota Duluth. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.