Jeffrey Kotsmith is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 25 years of industry experience. He has been with D.A. Davidson since 2015. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analyses.

Kelly Weis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Prudential and Allianz Life companies. Outside of his advisory role, Weis serves as president of Buffalo Bison Cheerleading, a non-investment related organization. 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 using diversified, risk-class based allocations that combine passive and active managers, supported by an internal Investment Committee.

Garett Maag is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions with the Ottawa Redblacks, Michigan Panthers UFL, Minnesota Vikings, and the University of North Dakota. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

David Soczek is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. Prior to joining TLG Advisors in 2025, he worked at Concourse Financial Group Securities for 19 years. He also serves as Vice President at National Benefits Group, LLC, where he oversees marketing and implementation of non-qualified plans and related funding strategies. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a research approach based on fundamental analysis and Modern Portfolio Theory.

Laura Hoffman is a financial advisor at Principal Financial Services with two years of industry experience. She holds the Series 66 designation and has worked at Pinnacle Wealth Partners and Principal Life Insurance Company. Prior to her financial services career, she was employed by Independent School District #196 and has experience in the food and beverage industry. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Patrick Stephens is a financial advisor with Equity Services, Inc. in Plymouth, MN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equity Services since 2001. Outside of his advisory work, he is involved as a vice president in a life insurance sales business in Minnesota. Equity Services, Inc., operating 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 combines predominantly long-term investment strategies with options for shorter-term trading.

Danielle Mehia is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC since 2012 and previously worked at LPL Financial. In addition to her advisory role, she serves as a notary public. 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 through diversified, risk-class based allocations blending passive and active managers, supported by an internal Investment Committee.

Chad Essman is a CFP® professional with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2004 and was previously affiliated with LPL Financial. Outside of his advisory role, he has participated in a radio program and is a commissioned notary. 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 employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Anthony Parrish is a CFP® professional with 10 years of experience in the financial services industry. He has been with Wealth Enhancement Advisory Services, LLC since 2015 and has worked in affiliated entities including LPL Financial and Kestra Financial. Parrish is based in Plymouth, MN. 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, asset management, and specialized consulting services.

Michael Tervo is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked with LPL Financial and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates technology platforms and a range of investment strategies, often utilizing third-party managers and turnkey asset management programs.

Daniel Mandich Jr. is a financial advisor at Principal Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1986. Outside of his advisory role, he is involved in the life and health insurance sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Mckeown is a CFP® professional with 23 years of experience in financial advisory. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related entities including Wealth Enhancement Brokerage Services, LLC and LPL Financial. Outside of advisory work, Mckeown teaches a personal financial planning course as an adjunct professor at Minnesota State University Mankato and participates in a radio program hosted by Wealth Enhancement Group. He is also involved with the Girl Scouts River Valley as a committee member. 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 employs a strategic investment process combining passive and active management and offers comprehensive financial planning, asset management, and retirement consulting services.

Nathan Mcclanahan is a CFP® professional with 20 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2012, and has prior experience with LPL Financial. 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 plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Conrad Kerber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial and SII Investments, Inc., as well as a longstanding association with Retirement Advisory Group. He is also a co-author of a book on biking. 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 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.

Craig Meuer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and New Era Financial Advisors, Inc. He is also the owner of a separate business entity, Craig Meuer 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 blends passive and active managers, supported by quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Adam Weiland is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Wealth Enhancement Advisory Services, LLC since 2011 and has been affiliated with related Wealth Enhancement entities since 2007. Outside of advisory work, he has established a business entity for tax and investment purposes. 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 plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jake Meza is a CFP® at Mercer Global Advisors Inc. in Minneapolis, MN, with three years of industry experience. His work history includes roles at Mercer Global Advisors and Fure Financial Corporation, as well as Northwestern Mutual Investment Services LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and strategic factor tilts, supported by a range of portfolio management and financial planning services.

John Sitarz is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and over 30 years of industry experience. He has been with Principal Financial Services since 2016, including roles at Principal Life Insurance Company since 1998, and began working with Pinnacle Wealth Partners in 2024. Outside of his advisory work, he sells fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.