Daven Kirubakeren is a Series 66-licensed financial advisor with 31 years of industry experience. He is currently with Commonwealth Financial Network and is the owner of Gistel Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Franklin Pulkrabek is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Northwestern Mutual, and Cargill. Prior to his financial services career, he worked in education for ten years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Katie Biedler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. Her prior roles include positions at LPL Financial LLC, Old National Bank, Alight Financial Solutions, U.S. Bancorp Investments, and U.S. Bank. 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 regulatory assets under management through a large advisor network and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Nicholas Moriarty is an investment professional with 13 years of industry experience, currently with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, NewEdge Advisors, LPL Financial, Wealth Enhancement Advisory Services, and Ameriprise Financial Services. Outside of his advisory work, he participates in AlphaSights, a global knowledge services firm, providing expertise through surveys and consultations. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to individuals, institutions, and government entities. The firm employs both proprietary and third-party investment strategies, including private equity and real estate feeder funds, and uses an investment process that incorporates due diligence, asset allocation, and the use of third-party sub-advisors when appropriate.

Stoddard Barnhill is a CFP® with 11 years of industry experience, currently serving as an advisor at HighTower Advisors. He has held roles at HighTower Advisors LLC and Hightower Securities LLC since 2021 and previously worked at Story Capital and M Holdings Securities. Barnhill is also Director of Planning at Story Capital, where he focuses on facilitating family meetings centered on values, goals, and objectives. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Dustin Robbins is a CFP® professional based in Plymouth, MN, with 11 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including RBC Capital Markets, LLC and LPL Financial LLC. 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 employs a diversified investment approach that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Daniel Wehmhoff is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, New York Life, and Eagle Strategies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Collette Mitchell is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2016. Outside of her advisory role, she is the CEO of Charley Browns Backburner Chili, a business selling dry chili spice and pre-packaged cooked chili. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers point-in-time financial planning alongside ongoing portfolio management and acts as investment adviser to the TIAA Donor Advised Fund.

Natalie Ostrand is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation. She has varied experience including roles at MPPL Financial and North Shore Bank, with a total of zero years of industry experience prior to joining Sequoia in 2026. Sequoia Financial Advisors 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 uses a combination of model and custom portfolio management with various investment vehicles and draws on fundamental, technical, and cyclical analysis supplemented by third-party research.

Richard Hall is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cresset since 2019 and previously spent nine years with J.P. Morgan Securities Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and active and passive implementation across public equities, fixed income, and alternatives.

Kevin Green is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, with four years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Sequoia Financial Group in 2026, he worked at Principal Securities Inc. and Principal Life Insurance Co. from 2021 to 2025, and spent nearly three decades at Wells Fargo from 1992 to 2021. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolios overseen by an Investment Policy Committee, employing a range of investment vehicles and supported by regular research and due diligence.

Kristin Olson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc., Hemingway Wealth Management, and United Planners Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm uses portfolio construction and oversight from Morningstar Investment Management and operates primarily with non-discretionary assets at scale.

Jennifer Wesley is a financial advisor at &Partners with 28 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for eight years. Outside of her advisory role, she serves as secretary of a condominium homeowners association. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary, third-party, and model portfolio strategies.

Jacqueline Ampe is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. Her prior work includes roles at LPL Financial. She is also involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee, and offers a range of financial planning and asset management services.

Jeffrey Brannon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth and FPS Financial in 2024, he worked at Equitable Advisors from 2020 to 2024 and held various roles in other organizations including Pure Hockey. 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 over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, supporting advisors in developing personalized investment solutions.

Robert Hanten is a financial advisor with Independent Financial Partners in Plymouth, MN, holding Series 63, Series 65, and Series 66 licenses and bringing 14 years of industry experience. He was associated with Pilot Capital Management Corp for 15 years and continues his role at Solidarity Financial Inc., where he has been active for over two decades. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model while also offering centralized asset management options and is notable for its retirement-plan advisory and pension consulting capabilities.

Joseph Young is a CFP® certificant and registered investment advisor with eight years of industry experience. He is currently with Savant Wealth Management and has previously worked at PrairieView Partners, Creative Planning, Wipfli Financial Advisors, Ameriprise Financial Services, and CliftonLarsonAllen Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust management.

Matthew Hermann is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 18 years of industry experience. He has worked at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. His activities include assisting clients with underwriting processes for life and disability insurance through other carriers. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and insurance products tailored to client needs.

Kira Kinsman is a CFP® professional with seven years of industry experience, currently with Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer in 2026, she spent several years at Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate accounts, and private fund platforms.