Paul Wilson is a CFP® with 27 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012. Wilson is involved in the sales and service of fixed life, disability, long-term care, and health insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a range of investment methods delivered through technology platforms and third-party managers.

Margaret Beggs Towle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and over 21 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial and maintains involvement in tax preparation through her business MBT, LLC. 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 a range of financial planning, asset management, and consulting services with an investment approach that combines passive and active management guided by an internal Investment Committee.

Loren Jenson is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2005. Outside of his advisory work, he serves as a board member for the Chaparral Homeowners Association in Chanhassen, MN. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Michelle Campbell is a financial advisor with Principal Financial Services in Eden Prairie, MN, holding Series 63 and Series 65 licenses and four years of industry experience. She is a 50% co-owner and Vice President of Boys & Tyler Financial Group, a firm specializing in group medical and non-medical fixed insurance products. Michelle also works as a benefits advisor, providing employee benefits including medical, dental, vision, disability, and life insurance. 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’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Eric Grafnitz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at LPL Financial, Gradient Financial Group, Woodbury Financial Services, and Questar Capital Corporation. He provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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 an internal Investment Committee.

Chris Elhardt is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 10 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. His other business activities include brokering insurance products such as long-term care, group, annuities, life, and disability insurance. Park Avenue Securities serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering proprietary advisory programs and third-party manager platforms. The firm employs a mix of proprietary and external investment strategies and provides various account-level services including lending solutions and donor-advised funds.

Douglas Flink is a financial advisor with Primerica Advisors, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2006 and is currently associated with Park Avenue Securities. Flink is also involved with Foster Klima & Company, Inc., a general agency for Guardian Life. 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.

Kendall Kozikowski is a financial advisor at Cresset Asset Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cresset, he worked at Bravo Capital for three years and Greystone for three years. He has held roles at Boston College and Oak Ridge Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and a combination of active and passive investment strategies across public equities, fixed income, and alternatives.

Timothy Thoele is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 33 years of industry experience. He has been affiliated with Principal Life Insurance Company since 1998 and Principal Securities since 1993. Outside of his advisory role, Thoele serves on several nonprofit boards, including the Gull Chain of Lakes Association, the YMCA of Collier County, Florida, and Habitat for Humanity of Collier County, where he participates in financial oversight. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Ronald Lamberton is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Principal Financial Services and holds roles with Bridge Street Wealth Strategies and J.J. Swanson Advisory Group. Outside of his advisory work, he serves as a board member for AAA Minneapolis, the local affiliate of the American Automobile Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Andrew Scalia is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Investments for 17 years and Lockton Investment Advisors from 2017 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Dasha Kwakenat is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding 12 years of industry experience. She has worked at firms including Wippman & Associates, Grove Point Advisors, H. Beck Inc., and Wippman, Davis Sassociates. In addition to her advisory role, Kwakenat is the CEO of Wippman & Associates and is licensed as an insurance agent and notary. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to institutional clients such as sovereign wealth funds. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Adam Elliott is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior firms include LPL Financial, J.W. Cole Financial, and The Prudential Insurance Company of America. 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 regulatory AUM and employs a diversified, risk-class based investment process that combines passive and active management overseen by an internal Investment Committee.

Brian Vnak is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement since 2014 and also operates a tax preparation and accounting service for friends and family through his own LLC. 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 quantitative and fundamental research, and offers a range of financial planning and asset management services.

Nathan Stancek is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at LPL Financial and Retirement Advisory Group/SII Investments. 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 management, supported by an internal Investment Committee and quantitative and fundamental research.

Erich Hartwig is a CFA® charterholder with one year of experience in the financial industry. He has worked at Tiedemann Advisors, LLC since 2024 and previously spent 13 years at Envoi, LLC. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as to trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach and uses a proprietary risk-optimization tool to guide asset allocation across various asset classes.

Daniel Dziekciowski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and LPL Financial. Outside of his advisory role, he is involved with Duck Duck Gray Duck, LLC. 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 process that combines passive and active management guided by an internal Investment Committee.

Justin Piprude is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Principal Life Insurance Company since 2011 and Principal Securities since 2016, as well as experience with Union Financial, Inc. and co-ownership of Piprude Financial. Outside of his advisory work, he is involved in life and health insurance sales and co-owns an entity focused on succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money managers, implementing investments primarily on a discretionary basis.

Mark Parrish is a CFP® professional with 29 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2001 and held prior roles at Linsco/Private Ledger Corp and Wealth Enhancement Brokerage Services. In addition to his advisory work, he is involved in selling fixed insurance products through Wealth Enhancement Group LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and consulting services.

Jeffrey Allen is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding the CFP® designation and Series 63 license. He has 25 years of industry experience and has been a partner and 24.5% owner of The Rein Group, a securities and insurance business, since 2006. Additionally, he is involved with Beyond Medicare, providing Medicare and health insurance classes and consulting services, and is a senior partner in EducateU LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.