Shane Wolden is a CFP® professional with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior work includes six years at NFP Retirement, Inc. He serves as an assistant JV hockey coach for Osseo Area Schools. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage, financial planning, and retirement consulting services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm provides a range of investment advisory programs and hybrid digital solutions tailored to client needs.

Jennifer Boeckmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at LPL Financial, SilverOak Wealth Management, and Raymond James Financial Services. 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, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Rebecca Joseph is a financial advisor with United Planners Financial Services of America and holds the PFS™ designation and Series 65 license. She has been affiliated with United Planners since 2025 and has over a decade of experience as Director of Finance at Hemingway Wealth Management. In addition to her financial roles, she has been a self-employed ACT/SAT/PSAT tutor since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Joseph Carwardine is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Bridge Street Wealth Strategies and J.J. Swanson Advisory Group. Outside of his advisory work, he is involved in business operations through a co-ownership in Carwardine, Tighe, and Swanson, LLC, which focuses on operational support and practice succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel internationally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Helen Johnson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Wealth Enhancement and LPL Financial, LLC since 2018, as well as Ameriprise Financial Services, Inc. from 2015 to 2018. 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 that combines passive and active strategies overseen by an internal Investment Committee.

Ann Senne is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Ameriprise, RBC Capital Markets, LLC, and U.S. Bancorp Investments, Inc. She serves on the board of a nonprofit organization, providing advice to its leadership. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans, utilizing a diversified investment process overseen by an internal Investment Committee.

Mark Sanda is a CFP® with 22 years of industry experience, currently affiliated with Principal Financial Services. His work history includes roles at Piprude Financial, Roy Jenks and Associates, and Principal Life Insurance Company. He is a partner in Power Corner LLC, an entity formed to provide operational support and business partnering among Principal advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Taylor Willox is a CFP® professional with 11 years of experience in the financial advisory industry. He has worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been involved with The KNW Group since 2012. In addition to his advisory role, he serves as a trustee for a family irrevocable trust, managing decisions related to the financial care of young beneficiaries. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Joseph Swanson is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 22 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s and currently leads the J.J. Swanson Advisory Group, Inc. Outside of his advisory work, Swanson is involved in various business ventures including ownership of real estate and vacation rental properties. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investment decisions on a discretionary basis through these managers.

Jean Hegarty is a financial advisor with Primerica Advisors and holds a Series 63 designation. She has 34 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she operates Hegarty Consulting Group, an employee benefits firm serving small businesses. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Justin Kuitu is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 25 years of industry experience. His prior work includes positions at Cannaday Wealth Management, CETERA Advisor Networks LLC, and his own firms, Justin Kuitu Financial Services and Kuitu Financial Services, Inc. Outside of his advisory work, he serves as a sponsorship coordinator for the Westonka Youth Baseball Association. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christopher Rouse is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services and The KNW Group since 2006. Outside of his advisory role, he serves as CEO of Rouse Executive Solutions and president of Rouse & Company, entities focused on consulting, insurance, and executive benefits planning. 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, and investment advice, serving large institutional investors and maintaining approximately $79.8 billion in assets under management.

Alexander Hachiya is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has been associated with Kestra Investment Services, Kestra Advisory, and The KNW Group since 2016. Outside of his advisory role, he serves as a Wealth Transfer Associate reviewing life insurance policies and as a Senior Analyst designing and selling life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds, supporting complex investment solutions through multiple management platforms.

Alexander Wallerich is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Kestra in 2017, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2017. Outside of his advisory work, he has been involved with The Railhouse Grill since 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Timothy Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Investors Financial Group, LLC and LPL Financial, LLC in addition to his current role. 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 portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Brent Meyer is a CFP® professional with seven years of industry experience. He has been with Cresset Asset Management, LLC since 2022 and previously worked at Meristem Family Wealth LLC from 2013 to 2022. 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, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and employs a structured due-diligence program for manager selection and monitoring.

Andrea Bevanda is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2016. Bevanda is also a notary public for the state of Minnesota. 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 employs a diversified, risk-class based investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Brenna Ihli is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and RBC Wealth Management. Brenna is based in Plymouth, MN. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active management, supported by an internal Investment Committee and multiple implementation tools and services.

Jason Priebe is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and operates several related businesses, including Magnetic North Tax & Accounting, which provides tax and accounting services. Prior to joining Kestra, he was associated with LPL Financial and managed his own advisory and wealth management firms. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, supporting complex investment solutions within a supervisory framework.

Marty Nanne is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Kestra since 2016 and previously worked at UBS Paine Webber. Nanne also serves as a managing director at The KNW Group, where he is involved in insurance-related activities, and holds a board position with Partners Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.