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.

Jeffrey Hockert is a CFP® professional with over 32 years of experience in the financial services industry. He has been associated with Wealth Enhancement Advisory Services, LLC since 2001 and has held roles at related entities including Wealth Enhancement Brokerage Services and LPL Financial. Outside of his advisory duties, he participates in the WEG radio program and serves as a notary public. 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 combining passive and active strategies, with oversight from an internal Investment Committee.

Brett Rodenberg is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and has previously worked at North Shore Bank of Commerce, Paycom, Northwestern Mutual, and the University of Minnesota-Duluth. Outside of his advisory role, he operates an Etsy shop where he creates and posts crafts for sale. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Andrew Thelander is a CFP® professional with 21 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC during his career. Outside of his advisory role, he serves as a board member for the Stillwater Area Public Schools and the Northeast Metro 916 School Board. 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 employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee.

Lisa Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, Series 65, and Series 66 credentials and bringing 25 years of industry experience. She has been with Wealth Enhancement Advisory Services since 2013 and also has experience at LPL Financial. Clark is involved with Wealth Enhancement Group in a business capacity. Wealth Enhancement Advisory Services, LLC is an enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Nicholas Beissel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including long tenures at Wealth Enhancement Advisory Services and related entities since 2003. Outside of advisory work, he is involved in business activities related to traditional insurance and annuity sales through Wealth Enhancement Group, LLC. 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 investment approach that integrates passive and active managers with quantitative and fundamental analysis, supported by an internal Investment Committee.

Julie Johns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. She has held roles at LPL Financial and Wealth Enhancement Group in prior years. Outside of advisory work, she is the owner of Gillette Cabin, LLC, a non-investment-related business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Cailin Johnson is a CFP® professional with one year of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, she worked at Waypoint Capital Advisors and Great Waters Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies, complemented by a range of specialized services and client education initiatives.

Tyler Huntley is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience working at multiple firms, including Park Avenue Securities and Foster Klima & Co. Prior to his advisory roles, he held various positions in retail and service industries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Troy Gourde is a financial advisor with Private Advisor Group, LLC, holding a Series 63 license and 15 years of industry experience. He has worked with Investors Financial Group, LLC and LPL Financial since 2013 and also serves as a seminar instructor at Normandale Community College and Hennepin Technical College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using various strategies and technology platforms, providing clients access to proprietary and third-party managed account solutions.

Preston Koenig is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has been with the Wealth Enhancement group since 2012 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Samantha Walker is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Nfp and Kestra Investment Services LLC, as well as positions outside finance such as at Medina Golf & Country Club and the University of Minnesota - Carlson School of Management. 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, vendor searches, and employee education. The firm manages approximately $79.8 billion in assets and serves a client base that includes large institutional investors such as sovereign wealth funds.

Cody Polzin is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and State Farm, along with six years of service in the Armed Forces. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, managing approximately $12.77 billion in assets through a largely non-discretionary investment approach.

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.