Benjamin Milbrath is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He has been with D.A. Davidson since 2006 and holds Series 63 and Series 65 designations. Outside of his advisory role, Milbrath is involved in various real estate development and investment activities, including managing land development and rental property ventures. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and specialized programs for high-net-worth clients.

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 and holds a Series 63 designation. He has 27 years of industry experience and has held roles including managing partner of Hemingway Wealth Management and president of Chiswick Lane, Inc. He also serves as a volunteer on a community board in Plymouth, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates both as 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.

Gary Gullo is a financial advisor with NewEdge Advisors in Medina, MN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently with Mid Atlantic Capital Corporation since 2015, as well as serving as co-president of Olympus Financial Advisors since 2002. In addition to his advisory roles, he is involved in fixed, long-term care, and health insurance sales. 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 that integrates asset management with financial planning, utilizing strategies involving mutual funds, ETFs, and individual securities with regular portfolio reviews.

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 financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and The Huntington Investment Company. Outside of his advisory work, he serves as a substitute teacher for Wayzata Public Schools. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer program called Starlight 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.

Jayne Christian is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Schwab Wealth Advisory in Chanhassen, MN. Her prior roles include positions at Robinhood Markets, TradePMR, Capital Wealth Advisors, SkyView Partners, and Kestra Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools.

David Seidelmann is a CFP® professional with 21 years of industry experience, currently associated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved in educating the public on federal student loan forgiveness programs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Benjamin Macgowan is a CFP® professional with four years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Piprude Financial and various entities within Principal, as well as a background in full-time education and interior design. Macgowan holds a Series 66 license and is based in Minnetonka, MN. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nathan Moen is a CFP® professional with 10 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, Inc., and Ameriprise Financial Services, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a variety of advisory and brokerage services, including customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options. The firm’s advisory approach combines fundamental and technical analysis with asset allocation and third-party due diligence, and it operates with a notable emphasis on non-discretionary assets.

Timothy Boys is a financial advisor with Principal Financial Services in Eden Prairie, MN, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with Principal Securities Inc. since 2001 and co-owns Boys & Tyler Financial Group, Inc., which provides group life, dental, disability, and retirement insurance solutions. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

David Gottesman is a financial advisor with Commonwealth Financial Network in Excelsior, MN, holding Series 66 and Series 63 licenses and with 20 years of industry experience. His prior roles include positions at Aegis Consulting, Innovation Partners LLC, Mount Yale Investment Advisors, LLC, and Northern Lights Distributors, LLC. 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Nicholas Roth is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC since 2020 and previously worked at LPL Financial and Secured Retirement Financial. Roth also has experience in academia, having been affiliated with the University of St. Thomas and Creighton University. 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’s investment approach combines strategic asset allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and 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.

Alan Stricker is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 2010. Outside of his advisory roles, he owns and oversees August Edge, LLC, which provides non-investment services to pre-retirees and retirees. 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 that integrates asset management with financial planning and consulting.

Heather Bantle is a financial advisor with Primerica Advisors based in Minneapolis, MN, holding a Series 63 designation and 15 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she holds an agent appointment with an insurance company. Park Avenue Securities 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, employing proprietary and third-party investment strategies across various account types.