Joseph Peterson is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has prior experience with Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory roles, he has worked in various positions related to athletics and golf, including at Saint John's University Athletic Department and Braemar Golf Course. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Julio Paredes Calva is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including LPL Financial and Alerus Financial. 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 consulting, employing a strategic investment process that combines active and passive management guided by an internal Investment Committee.

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.

Agim Deva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has held roles at Wealth Enhancement firms since 2020 and previously worked at LPL Financial, Cetera Investment Services, and TCF National Bank. Deva is also a commissioned notary public in Minnesota. 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 assets and employs a diversified, risk-class based investment approach combining passive and active managers with oversight from an internal Investment Committee.

Ryan Winter is a Series 66 licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. His prior work includes roles at LPL Financial, Equitable Advisors, and AXA Advisors. He is based in Plymouth, MN. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Corey Sullivan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at RBC Capital Markets for 15 years before joining Wealth Enhancement in 2019. 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 focuses on strategic asset allocation using both passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

Michael Gerberding is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at JD Mellberg Financial and Wealth Planners Of America. In addition to his advisory role, he is a fixed indexed annuity and life insurance producer, meeting with clients to analyze and recommend insurance solutions based on their individual needs. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed account strategies.

Michael Bishop is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. He has previously worked with LPL Financial and has been associated with Wealth Enhancement Group, LLC since 2006. Outside of his advisory role, he is a notary and is involved with a personal business entity, Bishop's Holdings, LLC, used for tax and investment purposes. 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 extensive research, and offers a broad range of financial planning, asset management, and consulting services.

James Rose is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, Fisher Investments, and J.P. Morgan. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios constructed with low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Ricky Mahlum is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, he is a licensed insurance agent offering various insurance products and is the owner of a marketing DBA called Lighthouse Investor Services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party managers through its AccessPoint platform.

Eugene Larkin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc. and New Era Financial Group, Inc. Larkin is also the owner of a baseball-related business in Edina, Minnesota. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving 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 that incorporates quantitative and fundamental analysis.

Jason Ahlgren is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding the CFP®, ChFC®, and Series 66 designations and bringing 19 years of industry experience. He previously worked at IMST Distributors, LLC and Riverbridge Partners, LLC, where he served as an Associate Relationship Manager. Outside of advising, Ahlgren is involved in several community and nonprofit activities including serving on the finance committee of the Animal Humane Society and chairing the board investment committee for Be The Match; he also owns Elm, LLC, creating cocktail tutorial videos. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach blending passive and active managers overseen by an internal Investment Committee.

Besiana Kingji is a financial advisor at Wealth Enhancement Advisory Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wealth Enhancement since 2020, including roles at affiliated entities and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Deborah Novatney is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at firms including U.S. Bancorp Investments and LPL Financial prior to her current role. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, 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 an internal Investment Committee.

Harold Kim is a financial advisor at The Huntington Investment Company with a Series 66 designation and no prior industry experience before joining the firm. He worked previously at The Huntington National Bank and BMO Financial Group. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform through an open-architecture model that includes third-party sub-managers and affiliate private bank strategies.

Shad Ketcher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., New Era Financial Group, Inc., and LPL Financial. Outside of his advisory work, he serves as an agent for a non-variable insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Eric Fowler is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been associated with Transamerica Investors Securities Corporation since 2013 and TransAmerica Retirement Solutions since 2010. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning primarily through non-discretionary, view-only recommendations.

Tyler Hanson is a financial advisor with Private Advisor Group, LLC in Plymouth, MN. He holds the Series 66 designation and has been in the industry since 2023, with prior experience including roles at Affiance Financial and Brown & Brown Insurance. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports customized investment approaches and offers multiple platform and account management services.

Jeffrey Kotsmith is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 25 years of industry experience. He has been with D.A. Davidson since 2015. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analyses.

Kelly Weis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Allianz Life Financial Services, LLC. Outside of her financial advisory work, she serves as president of Buffalo Bison Cheerleading. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to specialized investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.