Vincent Troy is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with United Planners' Financial Services of America, having joined in 2024, and previously worked at Grove Point Investments, H. Beck, Inc., and DSSTT. He has owned and operated Troy Associates, a marketing entity, since 2009. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Garett Maag is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions with the Ottawa Redblacks, Michigan Panthers UFL, Minnesota Vikings, and the University of North Dakota. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Laura Hoffman is a financial advisor at Principal Financial Services with two years of industry experience. She holds the Series 66 designation and has worked at Pinnacle Wealth Partners and Principal Life Insurance Company. Prior to her financial services career, she was employed by Independent School District #196 and has experience in the food and beverage industry. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Patrick Stephens is a financial advisor with Equity Services, Inc. in Plymouth, MN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equity Services since 2001. Outside of his advisory work, he is involved as a vice president in a life insurance sales business in Minnesota. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines predominantly long-term investment strategies with options for shorter-term trading.

Jason Heckler is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Cresset since 2019 and previously spent nine years at J.P. Morgan Securities Inc. Cresset Asset Management is a multidisciplinary 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 strategies across public equities, fixed income, and alternative investments.

Danielle Mehia is a CFP® professional with 14 years of experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. She has worked with the firm and its related entities since 2010 and has prior experience with LPL Financial. 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 a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Chad Essman is a CFP® professional with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2004 and was previously affiliated with LPL Financial. Outside of his advisory role, he has participated in a radio program and is a commissioned notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving 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 quantitative and fundamental research.

Anthony Parrish is a CFP® professional with 10 years of experience in the financial services industry. He has been with Wealth Enhancement Advisory Services, LLC since 2015 and has worked in affiliated entities including LPL Financial and Kestra Financial. Parrish is based in Plymouth, MN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Kameryn Siemers is a CFP® with four years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. in Lakeville, MN. Prior to joining J.W. Cole, Siemers worked at SPC and Midwest Money Management, where they held the role of Associate Advisor. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies, including discretionary and non-discretionary management, and incorporates digital advice platforms and third-party managers in its services.

Timothy Anderson is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and has worked at various First Command entities since 2018. Anderson also serves in the Minnesota Army National Guard, where he has been active for over 20 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Tervo is a financial advisor with Private Advisor Group, LLC in Plymouth, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2015 and joined Private Advisor Group in 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and supporting held-away account management through various third-party platforms.

Daniel Mandich Jr. is a financial advisor at Principal Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1986. Outside of his advisory role, he is involved in the life and health insurance sector. 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. 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.

Ryan Mckeown is a CFP® professional with 23 years of experience in financial advisory. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related entities including Wealth Enhancement Brokerage Services, LLC and LPL Financial. Outside of advisory work, Mckeown teaches a personal financial planning course as an adjunct professor at Minnesota State University Mankato and participates in a radio program hosted by Wealth Enhancement Group. He is also involved with the Girl Scouts River Valley as a committee member. 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 employs a strategic investment process combining passive and active management and offers comprehensive financial planning, asset management, and retirement consulting services.

Nathan Mcclanahan is a CFP® professional with 20 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2012, and has prior experience with LPL Financial. 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 specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Lisa Luebeck is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Mutual of Omaha Investor Services and Park Avenue Securities. Outside of her advisory role, she is also a freelance musician. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutions.

Conrad Kerber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial and SII Investments, Inc., as well as a longstanding association with Retirement Advisory Group. He is also a co-author of a book on biking. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

David Duchene is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in Edina, MN, with 33 years of industry experience. He has been with Eagle Strategies since 2013 and has maintained a continuous association with New York Life Insurance Co. and Nylife Securities Inc. since 1993. He is also an investor in an insurance-related holding company. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes personalized recommendations and provides various advisory programs, including retirement plan consulting and co-advisory relationships, with most assets managed on a non-discretionary basis.

Craig Meuer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at J.W. Cole Advisors, Inc., New Era Financial Advisors, Inc., and LPL Financial. He is the owner of a business entity, Craig Meuer LLC, used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Adam Weiland is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Wealth Enhancement Advisory Services, LLC since 2011 and has been affiliated with related Wealth Enhancement entities since 2007. Outside of advisory work, he has established a business entity for tax and investment purposes. 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 plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Avery Slotsve is a CFP® professional with one year of industry experience, currently serving at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Slotsve worked at Carlson Capital Management for two years and held positions at the University of Minnesota - Duluth and HINCKLEY - FINLAYSON High School. 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 institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with research-driven portfolio construction and oversight from an Investment Policy Committee.