Alec Engman is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds a Series 66 credential and has previously worked at firms including Thrivent Financial and Principal Life Insurance Company. Outside of his advisory role, he works as an evening delivery driver for Domino's Pizza. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, providing both discretionary and non-discretionary account management.

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.

Kenneth Zarske is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. His prior roles include positions at BerganKDV, Ltd, Mercer, and Pavillion Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach featuring low-cost indexing, tax-loss harvesting, and selective private market exposure.

Helen Johnson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Wealth Enhancement and LPL Financial, LLC since 2018, as well as Ameriprise Financial Services, Inc. from 2015 to 2018. 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 that combines passive and active strategies overseen by an internal Investment Committee.

Ann Senne is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Ameriprise and RBC Capital Markets. She serves on the board of a nonprofit organization, providing advice to its leadership. Wealth Enhancement Advisory Services offers comprehensive 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 using a risk-class based investment process that blends passive and active strategies, supported by an internal Investment Committee and multiple implementation tools.

Mark Sanda is a CFP® with 22 years of industry experience, currently affiliated with Principal Financial Services. His work history includes roles at Piprude Financial, Roy Jenks and Associates, and Principal Life Insurance Company. He is a partner in Power Corner LLC, an entity formed to provide operational support and business partnering among Principal advisors. 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 provides financial planning, retirement plan consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Bradley Frane is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2014 and is also president of Midwest Secure Retirement, where he recruits, trains, and supervises a team of financial advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable products, supported by investment committees and third-party partners to align client portfolios with their objectives.