Anne Novak is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She holds the PFS™ designation and Series 65 license. Novak has worked at Cresset Asset Management since 2022 and has been Vice President at Cresset Trust Company since 2015, where she oversees operations, business development, and vendor relations. Prior to joining Cresset, she spent 17 years with Meristem Family Wealth, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, using diversified, asset-allocation-driven portfolio construction with both active and passive strategies.

David Peterson is a financial advisor at Creative Planning with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RBC Capital Markets Corporation and Lockton Financial Advisors. 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 employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jeremy Grund is a financial advisor with Principal Financial Services in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has experience working at Principal Financial Services and Principal Life Insurance Company since 2025. His prior work history includes roles at HealthPartners and service in the Minnesota National Guard. 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 outside the U.S. 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.

Mathew Thomsen is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Based in Wayzata, MN, he has held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, Summit Wealth Advocates, and Ameriprise Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual reviews and tailored investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management directly.

Gary Williamson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Wealth Enhancement in various capacities since 2013. Outside of his advisory role, he is involved as an agent selling traditional insurance products, including fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal committee and quantitative and fundamental research.

Richard Kroll is a CFP® professional with 32 years of industry experience, currently affiliated with Principal Financial Services. His prior work includes roles at Kroll Wealth Management, Silveus Financial Products, Roy Jenks And Associates Inc, PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. He is establishing a referral arrangement involving life insurance and variable life insurance products. 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’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Brent Muller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2010 and has prior experience at LPL 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 retirement plan consulting, employing a strategic allocation approach with a mix of passive and active managers guided by an internal Investment Committee.

Zachary Buesgens is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Financial Perspectives, Inc. He is also commissioned as a Notary Public. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting primarily for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.

Abena Isijola is a Series 66-licensed financial advisor with five years of industry experience, currently associated with Primerica Advisors in Mounds View, MN. She has prior experience at Ameriprise Financial Services Inc and has held roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a diverse 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 model portfolios, third-party managers, and digital advice solutions.

Marissa Landin is a Series 66-licensed financial advisor with Kestra Advisory in Plymouth, MN. She has been with Kestra and its affiliates since 2025 and has prior experience including roles at Compass Capital Management and First Property Management. Outside of financial services, her background includes work in education and hospitality. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Logan Schwegler is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he held roles at Principal Securities, Principal Life Insurance Company, and several companies outside the financial services industry, including C.H. Robinson and Banner Engineering. 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 U.S. military personnel abroad. 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.

Annette Van Horn is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Gwfs Equities, Inc. Since 2017. Prior to her advisory career, she was involved with House of Q BBQ and Brew and attended Colorado State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services include point-in-time financial plans and optional managed account solutions delivered through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Nathan Williams is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ameriprise Financial Services and various positions outside finance such as the Minneapolis Park Board and Old National Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm serves a diverse client base, including large institutional investors, and manages approximately $79.8 billion in assets.

Mark Anderson is a CFP® with 15 years of industry experience, currently affiliated with OSAIC Institutions, INC. His prior roles include positions at Infinex Investments, Inc., Alerus, U.S. Bancorp Investments, Inc., and U.S. Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, wrap fee programs, and access to alternative investments via the CAIS platform. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which supports a variety of investment and lending solutions.

Christopher Fernandez is a financial advisor with Principal Financial Services and holds a Series 63 designation. He has 21 years of industry experience, including 22 years with Principal Life Insurance and Principal Securities. Outside of finance, he is involved with Uptown Brewing Company, where he has participated since 2001. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel overseas. 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.

Matthew Griffin is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently associated with Principal Financial Services and has previously worked with JJ Swanson Advisory Group and Principal Life Insurance Company. Outside of advisory roles, he supports administrative operations at JJ Swanson Advisory Group. Principal Securities, where Matthew works, offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm provides financial planning, retirement consulting, and access to third-party money manager programs implemented mainly on a discretionary basis.

Brent Romenesko is a CFP® and Series 65 licensed financial advisor with 12 years of industry experience. He is currently with NewEdge Advisors and previously worked at Tempo Investment Advisors, Inc. for 19 years. In addition to advisory services, he provides insurance solutions as part of client financial planning. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program combining asset management with financial planning, utilizing mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

James Roberts is a financial advisor at TLG Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Intera Capital Partners LLC since 2019, The Leaders Group Inc since 2011, and CenterPoint Capital Management from 2011 to 2019. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and is involved with iBorrow, advising on real estate loan asset interests. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and a combination of active, passive, and blended fund portfolios.

Gregory Hanson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and has operated APD Financial Services, LLC since 2002. Hanson is also a licensed insurance agent, selling long-term care, term life insurance, and fixed annuities, and serves as a notary public. 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 a range of portfolio management and financial planning services, utilizing multiple investment strategies and platforms, and is noted for its extensive industry affiliations and use of third-party asset management programs.

Austin Thielen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at LPL Financial, AGP/Alliance Global Partners, International Assets Advisory, and Raymond James Financial Services. 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, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.