Charles Maxwell Jr. is a CFP® with 13 years of industry experience, currently serving at Cresset Asset Management, LLC since 2022. He previously worked with Sargent Management Company and Meristem Family Wealth LLC. Outside of advising, he is a board member of Album Health, a start-up healthcare company in Des Moines, Iowa. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for 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 a mix of active and passive strategies across public equities, fixed income, and alternatives.

Adam Okeson is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at Northwestern Mutual in various capacities over three years and has experience with Pinnacle Wealth Partners and Principal-affiliated entities. Outside of advisory roles, he was involved in operational consulting and healthcare-related ventures earlier in his career. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third‑party money manager programs through both advisory and promoter arrangements.

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.

Brandon Hanson is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He operates Gateway Financial Strategies, LLC, through which he brokers insurance products independent of his primary role. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services, often emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Judson Beeskau is a CFP® with 18 years of industry experience, currently serving at Prime Capital Financial. He has held roles at Private Client Services and Cambridge Investment Research. Beeskau is president of Beeskau Financial Services and 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 serving individuals, trusts, corporations, and retirement plans. The firm provides asset management, financial planning, qualified retirement plan services, and family office offerings through a variety of discretionary and non-discretionary investment strategies.

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 from 2017 to 2022. Wahl also has experience in academia, having been with the University of Minnesota Duluth from 2013 to 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies that are monitored and rebalanced regularly.

Todd Hedtke is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining TLG Advisors, he worked with Simplicity Investments, Integroz US LLC, Winning Abillities, and Allianz, where he spent 23 years. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many client accounts managed through sub‑advisors and program platforms.

Nash Meland is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Principal-affiliated firms since 2014, including Principal Life Insurance and Principal Securities. Meland is also a licensed agent for life, annuities, disability income, and long-term care insurance. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Patrick Regan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Cresset Asset Management, LLC, where he has worked since 2022. Prior to joining Cresset, he spent 16 years at Meristem Family Wealth LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, third-party manager allocations, and a structured due diligence process across multiple asset classes.

Scott Wolf is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions and donor-advised funds.

Nicholas Lawton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes roles at Pilot Capital Management Corp and MWA Financial Services Inc., and he has been associated with Solidarity Financial, Inc. for over 20 years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a broad client base and offers both centralized and individualized investment strategies, with notable capabilities in retirement-plan advisory and pension consulting.

Jon Crow is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Cresset and its related entities since 2019, including serving as president of Cresset Trust Company. Prior to that, he spent 17 years at Meristem Family Wealth LLC. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations, offering portfolio management, wealth planning, and private fund advisory with a focus on diversified, asset-allocation-driven strategies.

Anna Osborn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, following prior roles at MML Investors Services and MetLife Securities. In addition to her advisory work, she is a registered notary public in Minnesota. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Jon Marker is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Guardian Life Insurance Company and Park Avenue Securities. Marker serves as a board member for both the Braemar Golf Association and the Minneapolis Jewish Cemetery. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Jason Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Guardian Life since 2007 and at Park Avenue Securities since 2022. In addition to his advisory role, he operates Hegarty Consulting Group, LLC, which markets employee benefits and retirement products primarily to small businesses, and he provides identity theft protection services through Pre-Paid Legal. Park Avenue Securities LLC, where he is based, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Aaron Imholte is a CFP® professional with seven years of industry experience, currently affiliated with Principal Financial Services. He has worked at firms including Baird and UnitedHealth Group. Imholte owns Imholte Management, LLC, established for entity planning and tax purposes related to his financial planning practice. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Challe is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at JPMorgan Securities LLC, LPL Financial, and Priebe Wealth Holdings, LLC, where he continues to maintain an affiliation. Based in Maple Grove, MN, he is involved in advisory services through Kestra Advisory and manages wealth management business operations under Magnetic North Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients from large institutional investors to sovereign wealth funds.

Ryan Siewert is a CFP® with 10 years of experience in the financial industry. He is currently with Cresset Asset Management, LLC and has previously worked at Meristem Family Wealth LLC and Ameriprise Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, and institutions. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence process for manager selection and ongoing portfolio monitoring.

Stephen Bredesen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 26 years of industry experience. He has worked with Principal since 2016 and previously held roles at Cannaday Bloom Wealth and Insurance Solutions and Cannaday Wealth Management. Outside of his advisory duties, he serves as a lead long-term care insurance producer and provides financial consulting through his involvement with Cannaday's teams. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through multiple advisory and promoter arrangements.