Clint Nelson is a CFP® with 19 years of experience in the financial industry. He is currently with Prime Capital Financial and has previously worked at Private Client Services and Cambridge Investment Research Inc. Outside of his advisory role, he serves as chair of the Central Minnesota Manufacturers Association golf committee. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services, including asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing both discretionary and non-discretionary account management with diverse investment strategies.

Stephanie Mattson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group over the course of her career. 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 a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management across multiple programs.

Dustin Peltier is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he operates Well-Being Wealth Strategies, LLC, a business he established to provide investment-related services. 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 mix of proprietary and third-party investment strategies across various account types.

Derek Strong is a CFP® with eight years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at firms including Thrivent Financial and Hemingway Wealth Management, where he continues to serve as a financial planner. Strong is also licensed as a non-variable insurance agent in St. Louis Park, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Lucas Anderson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020 and has been affiliated with Investors Financial Group, LLC and LPL Financial, LLC since 2020. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a network of investment adviser representatives and provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Nancy Hughes is a CFP® with 12 years of experience in financial advising, currently with Mercer Global Advisors Inc. since 2024. Her prior roles include positions at Waypoint Capital Advisors and Be Financial Wealth Management. She serves as Chair of the Board for Interfaith Outreach Community Partners, a nonprofit focused on community support and stability. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Eric Norman is a financial advisor with Private Advisor Group, LLC, holding a Series 63 credential and 17 years of industry experience. He has worked at Investors Financial Group and LPL Financial since 2013 and joined Private Advisor Group in 2022. Private Advisor Group, LLC 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, and access to third-party asset management programs, using a range of investment strategies and coordinating custody and reporting through multiple custodians.

William Sukup is a CFP® professional with 27 years of experience in the financial services industry. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related firms since 2002, including Wealth Enhancement Brokerage Services and LPL Financial. His other business activities include serving as an agent selling traditional insurance products, fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an 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 plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

James Bear is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at Global Financial Private Capital. Outside of his advisory work, he is a self-employed musician who plays drums in a band. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Ethan Mottla is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Allianz Life Financial Services and Parady Financial Group. He is also involved as an Associate Advisor at NFP, assisting with client meetings and account management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Christopher Wollo is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 designation and has held roles at Strategic Tax & Business Consultants LLC and ISC Financial Advisors. Outside of his advisory work, he is involved in multiple business ventures including an advanced computing consulting company and a manufacturer of ammunition components. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on non-discretionary asset management.

Anthony Quill is a CFA® charterholder with six years of industry experience. He is currently an advisor at Tiedemann Advisors, LLC, where he has worked since 2024. Prior to joining Tiedemann Advisors, he was employed at Envoi, LLC and Terra Partners Asset Management Limited. Tiedemann Advisors, LLC provides investment advisory and consulting services primarily to high-net-worth individuals, families, and institutional investors. The firm uses a manager-of-managers approach, combining core allocations to third-party managers with tactical positions, and employs a proprietary risk-optimization tool to guide asset allocation.

Nicole Evenski is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with Wealth Enhancement Brokerage Services since 2012 and has been associated with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, LLC since 2010 and 2007, respectively. Outside of advising, she is a commissioned notary public in Minnesota. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Thomas Pell is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets, Morgan Stanley & Co. LLC, and several advisory firms prior to joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Evan Bachman is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at Fure Financial Corporation and Bamco Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions along with financial, retirement, tax, and estate planning services.

Kristina Christenson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. Prior to joining Wealth Enhancement in 2025, she worked at Bank of America and Merrill Lynch from 2011 to 2024. Outside of her advisory role, she works part-time as a server at Northern Taphouse in Lakeville, MN. 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 manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Paul Lagrange is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and TIAA-CREF. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Chloe Briel is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Wealth Enhancement Group and its affiliated firms since 2020 and previously held roles at Commonwealth Financial Network and Greenwald Wealth Management. Briel holds the Series 66 license and is based in Plymouth, MN. 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, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Joseph Barwick is a financial advisor at Guardian Life with 21 years of industry experience. He holds the Series 63 designation and has worked with Guardian Life and its affiliates since 2006. Barwick operates a practice called White Coat Wealth Advisors, which focuses on serving the medical community, and he also writes disability insurance policies through several major providers. Barwick is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life. The firm serves individual, corporate, and nonprofit clients with a range of brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary management through in-house and third-party strategies.

Jason Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 63 designation and 33 years of industry experience. He has been a member and co-owner of The Rein Group since 2006 and is involved in offering Medicare and health insurance classes through Beyond Medicare. Additionally, he is a managing partner of EducateU LLC, which provides investment-related services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers discretionary model portfolios and various program structures designed to support affiliated advisors in delivering investment and wealth management services.