Michele Newhouse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Advisory Services, LLC during her career. Michele is also an insurance 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, estates, 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 approach that combines passive and active management guided by an internal Investment Committee.

Benjamin Milbrath is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with D.A. Davidson since 2006. Outside of his advisory role, Milbrath is involved in various real estate development and management activities across several locations, including land development and property management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

David Antonovich is a financial advisor with Eagle Strategies (New York Life) based in Eden Prairie, MN. He holds the Series 66 designation and has 14 years of industry experience. His career includes roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Adam Nguyen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with Wealth Enhancement firms since 2011, including roles at Wealth Enhancement Brokerage Services and LPL Financial. Outside of advisory work, he is a commissioned notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and consulting services.

Amanda Gardner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. She has been with Wealth Enhancement Group and its affiliated entities since 2011. 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 an internal Investment Committee and research focused on quantitative and fundamental analysis.

Eric Hemingway is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and 27 years of industry experience. He has been with United Planners since 2015 and is also president of Chiswick Lane, Inc., where he provides consulting services. Hemingway serves as a volunteer board member for a community organization in Plymouth, MN. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services primarily through independent Investment Adviser Representatives.

Gary Gullo is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with NewEdge Advisors since 2021 and has been associated with Olympus Financial Advisors since 2002, where he serves as co-president. Gullo also engages in fixed, long-term care, and health insurance sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and incorporating technology tools to support advisors and clients.

Jeffrey Dekko is a CFP® professional at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. He has worked with LPL Financial for 18 years and has been involved with Wealth Enhancement since 2003. Dekko also serves as a board member for Orion Advisor Technology. 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 using both passive and active managers, supported by an internal Investment Committee.

Phillip Strohm is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. He holds a Series 65 credential and previously worked at Meristem Family Wealth LLC for 16 years before joining Cresset in 2022. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Paul Neri is a CFP® and ChFC® credentialed financial advisor with 42 years of industry experience. He is currently affiliated with TLG Advisors, Inc. in Minnetonka, MN. His prior work includes roles at Wells Fargo Clearing Services and The Huntington Investment Company. Outside of advisory work, he serves as a substitute teacher in the Wayzata Public Schools. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

Mitchell Fiereck is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Minneapolis, MN. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner of an investment real estate business, FIERECK PROPERTY GROUP LLC. 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 approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Adam Thielen is a financial advisor at Cetera Planning Partners with a Series 65 designation and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years and leads the Estate, Trust, and Gift taxation team at Olsen Thielen & Co., Ltd, where he has been involved in tax compliance and financial advisory services since 2012. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates diversified allocations with a formal planning process and provides ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers.

Jayne Christian is a CFP® professional with nine years of industry experience currently with Schwab Wealth Advisory. Her prior experience includes roles at Robinhood Markets, TradePMR, and SkyView Partners. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

David Seidelmann is a CFP® with 21 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has a longstanding career at Park Avenue Securities, dating back to 2005, and is involved in raising awareness about federal student loan forgiveness programs. Park Avenue Securities LLC, a fully owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Benjamin Macgowan is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Principal Financial Services in Minnetonka, MN. His work history includes roles at Piprude Financial and several Principal subsidiaries since 2021. Outside of advisory functions, he is involved in offering fixed insurance products, including life, disability, and long-term care insurance. 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 programs emphasize financial planning, retirement consulting, and access to third-party money manager solutions through various advisor and promoter arrangements.

Nathan Moen is a CFP® professional with 11 years of industry experience. He is currently with OSAIC Institutions, Inc. and has previously worked at Alerus, Moen Insurance Group, The Oak Ridge Financial Services Group, and Ameriprise Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Timothy Boys is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., where he has been involved since 1986. Through Boys & Tyler, he provides services related to group life, medical, dental, disability, and retirement plans. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, typically implemented on a discretionary basis.

David Gottesman is a financial advisor with Commonwealth Financial Network in Excelsior, MN, holding Series 66 and Series 63 licenses and with 21 years of industry experience. His career includes roles at Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, and Northern Lights Distributors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a mix of investment products and services.

Nicholas Roth is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Plymouth, MN. His career includes roles at LPL Financial and Secured Retirement Financial, as well as academic positions at the University of St. Thomas and Creighton University. 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 uses diversified, risk-class based investment strategies combining passive and active management, supported by an internal Investment Committee.

Aaron Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Commonwealth Financial Network and The Rein Group, as well as earlier positions at Blue Ops and the University of St. Thomas. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.