Samuel Vujovich is a CFP®-certified financial advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His work history includes positions at LPL Financial LLC and Wealth Enhancement Group. Outside of finance, he has experience in the restaurant business and has worked in education and other roles prior to his advisory career. 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 across a large advisor network, utilizing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Andrew Ohman is a CFP® professional with 21 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2022, and previously held roles at Meristem Family Wealth, LLC from 2005 to 2022. Cresset Asset Management, LLC 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 focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across multiple asset classes.

Bruce Santjer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and has prior experience at LPL Financial. Outside of advising, he is involved with Wealth Enhancement Group as an insurance agent selling traditional insurance, fixed annuities, disability, and long-term care products. 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, overseen by an internal Investment Committee, and offers various financial planning, asset management, and specialized retirement consulting services.

Qing Huang is a financial advisor with Transamerica Financial Advisors holding CFP® and Series 63 designations. He has over 30 years of experience at Seagate Technology as a system analyst in corporate finance and has been affiliated with Wfgia since 2011. Huang is involved in sales of insurance and non-insurance products with companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple program platforms such as Transamerica ONE and TFA365.

Karen Roehrich is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. Her prior experience includes roles at J.W. Cole Financial, Inc., New Era Financial Advisors, Inc., and LPL Financial. 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.

Ricky Thorson is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Ameriprise Financial Services, U.S. Bancorp Investments, LPL Financial, BMO Harris Bank, Wells Fargo, and JPMorgan securities. He has experience working in the Midwest Casino Company for 10 years alongside his financial services career. The Huntington Investment Company serves a diverse client base including individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

Christine Heine is a financial advisor at United Planners' Financial Services of America with 16 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Hemingway Wealth Management and several other firms since 2017. She also serves as a notary public in Minnetonka, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Ryan Hegarty is a financial advisor with Primerica Advisors in Minnetonka, MN, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and is also the director of employee benefits at Hegarty Consulting Group LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage, fee-based advisory relationships, and financial planning services, utilizing a mix of proprietary models and third-party strategies.

Kyle Kolb is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior roles include positions at Dougherty Wealth Advisers LLC, Associated Trust Company, NA, and Associated Bank, NA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies, supported by a structured due-diligence process and private fund management across multiple asset classes.

Brian Jenks is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and with 40 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 1985 and has been involved with Roy Jenks & Associates Inc. since the same year. Outside of his advisory role, he is a partner in Power Corner LLC, an entity focused on operational support and practice succession planning for advisors. 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.

Benjamin Daggett is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Clearing Services, and Riversource Distributors. In addition to his advisory role, he is a commissioned notary. 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 utilizes a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Dana Anderson is a Certified Financial Planner™ (CFP®) with nine years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and has prior experience at Ameriprise Financial Services, Inc. and LPL Financial LLC. Outside of her advisory role, she manages a short-term vacation rental business. 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 employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee, and offers a range of implementation tools and services across a large network of advisors.

Brady Palzkill is a CFP® and Series 65 credentialed financial advisor with two years of industry experience. He is currently associated with Hightower Advisors and has prior experience at CliftonLarsonAllen Wealth Advisors and Robert W Baird & Co, Inc. Palzkill has also held roles outside of finance, including positions with University of Wisconsin-Madison and community organizations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, alongside proprietary research and various investment vehicles.

Tyler Christenson is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Investors Financial Group, LLC and LPL Financial, LLC. Christenson provides investment advisory services through Private Advisor Group, an independent advisory firm. Private Advisor Group manages 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Peter Hyjek is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 24 years of industry experience. His career includes roles at Principal Life Insurance Company since 2002 and Principal Securities Inc. since 2016, along with a more recent position at Piprude Financial. He is also the owner of PFH Financial LLC, which supports operational and administrative expenses, and is a partner in Power Corner LLC, an entity formed for business partnering and practice succession planning among Principal advisors. 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 solutions through distinct advisory and promoter arrangements.

Jonathan Drewes is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company for over a decade. Outside of his advisory work, he operates as an independent insurance broker for life, disability, and long-term care insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party models, supporting various account types and lending solutions.

Karl Koll is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with Wealth Enhancement and its affiliated entities since 2015 and was previously associated 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 through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

Kyle Schrieffer is a CFP®, CFA®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, following prior roles at Ameriprise Financial Services and Raymond James Financial Services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Aaron Self is a CFP® affiliated with Cresset Asset Management, LLC and has been with the firm since 2024. Prior to joining Cresset, he worked in education at the University of Missouri and several schools in Missouri. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach across a broad range of asset classes and utilizing both active and passive strategies.

Kate Maier is a CFP® professional with 21 years of experience in the financial services industry. She has been with Wealth Enhancement Advisory Services, LLC since 2014 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC. In addition to her advisory work, she is a licensed attorney and provides legal services on a limited basis. 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 process combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.