Teresa Lockbaum is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and Thrivent 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, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Anthony Price is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Piper Jaffray Inc. for 22 years and Total Wealth Advisors, LLC for 7 years. Price is based in White Bear Lake, Minnesota. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, individual equities, and fixed income.

Randy Rheault is a financial advisor with Principal Financial Services based in Lake Elmo, MN, holding a Series 63 designation and over 23 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Co. since 2012 and owns CSP & Associates Inc. Outside of advisory work, he is involved in selling health, traditional, long-term care, disability, group benefits, and property and casualty insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under distinct advisory and promoter arrangements.

Eric Kuitu is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has held roles at Cannaday Wealth Management, CETERA Advisor Networks, and Advisornet Wealth Management. He serves as a board member for Custom One Charities, contributing to marketing and networking for the nonprofit's events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions, with investment implementation generally handled on a discretionary basis by these managers.

Jacob Kowalski is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at PNC Investments LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, he serves as a first responder for the City of North Saint Paul. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of portfolio management and custody services.

Luke Murray is a CFP® professional with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent four years at Prairieview Partners and 21 years at Fiduciary Counselling Inc. He is based in St Paul, MN. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a range of affiliated entities offering accounting, legal, and trust services.

Matthew Masyga is a CFP® with five years of industry experience, currently affiliated with AE Wealth Management, LLC. His previous roles include positions at Lundervold Financial, Advisornet Wealth Management, SBI Wealth Management, Merchant's Bank, and the University of St. Thomas. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment approaches, managing approximately $49.8 billion for over 127,000 clients.

Bryan Bohlman is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been affiliated with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services focused on asset allocation, contribution guidance, and retirement planning. The firm’s advice utilizes Morningstar Investment Management’s portfolio models and serves a large client base primarily through non-discretionary asset management.

Jake Foldenaur is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Ameriprise and Transamerica’s affiliated entities. He also worked with Spin the Planet Enterprises and Froggy Hops earlier in his career. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates primarily with a large client base and a high client-to-advisor ratio.

Adam Rogalla is a financial advisor with Transamerica Retirement Advisors, LLC. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm uses proprietary portfolio construction and oversight tools from Morningstar Investment Management and manages a large client base with a focus on non-discretionary assets.

Joseph Sullivan is a financial advisor with Creative Planning holding a Series 65 designation and two years of industry experience. His prior work includes positions at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Cory Stilp is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Brookstone since 2019, following roles at Regal Investment Advisors and Aflac. He is also a licensed insurance agent involved in the solicitation and sale of insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles, and serves as both a discretionary portfolio manager and sub-advisor to other advisory programs.

Ryan Trabant is a CFA® charterholder with eight years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Inc., and several other firms. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across multiple asset classes.

Stephen Varley is an advisor with Kestra Advisory in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with Kestra Advisory and related entities since 1999 and is the owner of an insurance business specializing in non-variable products. Varley also serves on the board of the Hill Murray School Foundation, a private Catholic school foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and various managed solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and third-party relationships.

Tucker Rohde is a financial advisor with Principal Financial Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cannaday Wealth Management DBA and Cannaday Bloom Wealth and Insurance Solutions. Outside of advising, he is involved in a small business venture focused on real estate short-term rentals. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services feature direct advisory programs, financial planning, and access to third-party money manager solutions with ongoing client reviews conducted by its Financial Advisors.

Nicholas Halvorson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2001. Outside of his advisory role, he has modeled men's clothing for J Hilburn Clothing Company on a limited basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jason Lynch is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, having worked previously at CSP & Associates, Principal Life Insurance Company, Principal Securities, Inc., and Northwestern Mutual. Prior to his advisory career, he spent two years managing a bar and grill. 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 U.S. military personnel overseas. 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.

Stephen Husten is a ChFC® credentialed financial advisor with 33 years of industry experience, currently with Ameritas Advisory Services, LLC. He has held roles at Ameritas Investment Company, Ameritas Life Insurance Company, Midwest Secure Retirement, and U.S. Business Consulting. Outside of his advisory work, he is involved in business development and tax savings consulting through U.S. Business Consulting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs that utilize in-house model portfolios, third-party managers, and integrated solutions with affiliated entities.

David Bender is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company and Atlas Wealth & Retirement. He is also involved in fixed insurance products, including fixed life, fixed annuity, disability, long-term care, health, and Medicare supplemental contracts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. 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.

Jonathan Jaranson is a CFP® professional with 12 years of industry experience. He has been with Savant Wealth Management since 2025 and previously worked for Irwin Schaffer LLC and Prairieview Partners LLC for 17 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and a range of related implementation services provided through affiliated entities.