Chad Olson is a financial advisor at Creative Planning with nine years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Advisor Networks, Sageview Advisory Group, and RBC Capital Markets. Olson is also licensed as an insurance agent, selling fixed insurance products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while incorporating direct indexing, tax-loss harvesting, and selective private market exposure.

Daniel Stewart is a financial advisor at Creative Planning with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera Wealth Services, Triad Advisors, Resources Investment Advisors, LPL Financial, and Channel Financial. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure.

Hailey Melander is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Winter & Associates, Inc., Advisornet Wealth Management, Great Waters Financial, Moses, and Rosen's Diversified. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Jeffrey Bruce is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age. The firm’s approach relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily through non‑discretionary advisory services.

James Robbins is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds Series 65 and Series 63 designations and previously worked for Meristem Family Wealth, LLC for 26 years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Garrett Groebner is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2014. He also has ongoing experience with Ohio National Financial Services since 2010. Outside of his advisory role, he is involved in life insurance and indexed annuities sales. Brookstone Capital Management is an SEC-registered adviser providing 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.

Erik Bohn is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is a power of attorney for a family member. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of investment programs and financial planning solutions through proprietary and third-party platforms.

Timothy Vitense is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America between 2016 and 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies.

Robert Burley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Wealth Enhancement Advisory Services since 2001 and was affiliated with LPL Financial from 2007 to 2025. Outside of advisory roles, he is involved with Wealth Enhancement Group, LLC, which includes sales of fixed insurance products and annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Kingsley Calvo Jordan is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at RW Baird and Thrivent Financial. Outside the financial industry, he spent five years involved with Margron Skoglund Wine. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Ronald Bickford is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 39 years of industry experience. He has worked at Private Advisor Group since 2022 and concurrently at Investors Financial Group, LLC and LPL Financial Corporation for over a decade. Outside of his advisory work, he sells fixed annuity and long-term care insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and integrates multiple investment strategies and third-party managers while utilizing proprietary and external technology platforms.

Trey Wittman is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience, including prior work at Northwestern Mutual. Outside of finance, he has held positions in the hospitality and service industries, including roles at local clubs and restaurants. 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 retirement consulting, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Elizabeth Dehn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. She has worked at Investors Financial Group, LLC and LPL Financial, LLC, and currently provides investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

Kyle Girard is a financial advisor with Kestra Advisory, holding the Series 63 and Series 65 designations and bringing 16 years of industry experience. He has held various roles across Kestra Advisory Services LLC, Kestra Investment Services LLC, Gallagher Fiduciary Advisors, and The KNW Group, among others. Girard serves as a senior retirement plan consultant, managing relationships for defined contribution retirement plan clients. 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 vendor searches, plan design, fiduciary consulting, and plan-level investment advice, supported by due diligence and a broad set of management platforms.

Ernest Draper is a CFP® professional with 27 years of industry experience, currently affiliated with Primerica Advisors in Lakeville, MN. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past decade. Draper also engages in outside insurance sales involving non-Guardian life and disability policies. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

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.