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.

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.

Alec Showen is a financial advisor with Kestra Advisory, holding a Series 66 designation and five years of industry experience. He has been associated with Kestra Advisory since 2022 and holds an operational leadership role at Nesbit Financial, where he manages day-to-day administrative functions. His background also includes prior roles at Ross Nesbit Agencies and the University of Minnesota – Twin Cities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and supports discretionary and non-discretionary services, serving a client base that includes large institutional investors and 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.

Jolene Rizk is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo and Ameriprise Financial. 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.

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.

Richlieu Berkley is a financial advisor with Principal Financial Services holding a Series 66 designation and five years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Equitable Advisors. Outside of his advisory work, he serves on multiple nonprofit boards, mentors high school students, coaches high school basketball, and hosts a podcast featuring local business owners. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

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.

Connor Mckeen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bridge Street Wealth Strategies, JJ Swanson Advisory Group, MML Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual. He also has experience in relationship management and administrative support at JJ Swanson Advisory Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Heimermann is a CFP® with 17 years of industry experience. He currently works at The Huntington Investment Company and The Huntington National Bank, having previously held roles at Midwestone Bank, LPL Financial, and Northern Trust. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture investment model that combines third-party and proprietary offerings across multiple wrap-fee programs.

Uzochukwu Anughora is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of Omaha Investor Services. Outside of his financial advisory work, he has experience in part-time airport ramp operations at Unifi Aviation, LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, 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 solutions under various advisory and promoter arrangements.

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.

Mark Robert Lange is a financial advisor with Primerica Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006 and has worked at Dobson Financial Services since 1991. Outside of his advisory work, Lange serves as a co-trustee of the Lange Family Trust and holds a notary public commission in Blue Earth County. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports discretionary and non-discretionary account management across diverse investment products.

Michael Schweitzer is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company for 18 years and is currently affiliated with Park Avenue Securities and Guardian Life. Schweitzer also engages in other insurance-related activities outside of Guardian Life. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts.

Brooks Allen is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Nepsis, Inc and the Johnny Tauer Championship Basketball Camp. 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, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due-diligence program and a range of wealth management and advisory 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 in Plymouth, MN, holding a Series 63 designation and 41 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, Mahlum operates as a licensed insurance agent offering various insurance products and is the sole owner of a marketing DBA, Lighthouse Investor Services. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party models for portfolio management, blending passive and active strategies across a range of risk profiles.

Kristin Larson is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when a written advisory agreement is in place.

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.