Cambria Monson is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Savant, Monson held roles at Beacon Pointe Advisors, the University of Denver, Northwestern Mutual, IPS Strategic Capital, and Home Depot. Monson also has experience working in plumbing and heating as well as at a golf course. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and maintains affiliated accounting, legal, and trust service entities.

Peter Hyjek is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 24 years of industry experience. His career includes roles at Principal Life Insurance Company since 2002 and Principal Securities Inc. since 2016, along with a more recent position at Piprude Financial. He is also the owner of PFH Financial LLC, which supports operational and administrative expenses, and is a partner in Power Corner LLC, an entity formed for business partnering and practice succession planning among Principal advisors. 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 offers financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Jon Rusten is a financial advisor with Eagle Strategies (New York Life) based in Woodbury, Minnesota, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2014. Rusten volunteers with the University of Minnesota College of Education and Human Development, assisting in the development of financial literacy programs for young adults across various education levels. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs and emphasizes tailoring solutions to client objectives, with most assets managed on a non-discretionary basis.

Joseph Wienke is a financial advisor at NewEdge Advisors with a Series 66 credential and no prior industry experience. Before joining NewEdge Advisors and LPL Financial in 2025, he worked in the medical technology sector at Foundation Medical, Gemini Medical, and Wright Medical Technologies. Wienke also provides administrative support to NewEdge Advisors. 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, employing a mix of mutual funds, ETFs, and individual securities with regular portfolio reviews.

Jonathan Drewes is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company for over a decade. Outside of his advisory work, he operates as an independent insurance broker for life, disability, and long-term care insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party models, supporting various account types and lending solutions.

Karl Koll is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with Wealth Enhancement and its affiliated entities since 2015 and was previously associated 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 through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

Kate Maier is a CFP® professional with 21 years of experience in the financial services industry. She has been with Wealth Enhancement Advisory Services, LLC since 2014 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC. In addition to her advisory work, she is a licensed attorney and provides legal services on a limited basis. 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 process combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Spencer Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding a Series 66 designation. He joined Oppenheimer in 2025 and has no prior industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation and manager selection across multiple asset classes.

Nicholas Flatness is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a board member of the Parachute Foundation and coaches youth soccer for the Mahtomedi Soccer Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Scott Ekholm is a financial advisor at OSAIC Institutions, Inc. in Minneapolis, MN, with 24 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial for 22 years before joining OSAIC Institutions and Blaze Credit Union. Outside of his advisory role, he serves as a successor trustee for a family trust. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through a variety of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer and adviser status.

James Chapple is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His career includes tenures at Investors Financial Group, LLC and LPL Financial, LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a broad array of asset managers and platforms to meet varied client objectives.

Levi Broersma is a CFP® and Series 66-licensed advisor with Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with two years of industry experience. Prior to joining Wealth Enhancement, he worked at LPL Financial and CH Robinson. Outside of finance, he has been involved with Tokyo Grill Steakhouse for over ten years. 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 through diversified, risk-class based portfolios that combine passive and active strategies, supported by an internal Investment Committee.

Stephanie Mattson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group over the course of her career. 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 a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management across multiple programs.

Dustin Peltier is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he operates Well-Being Wealth Strategies, LLC, a business he established to provide investment-related services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Derek Strong is a CFP® with eight years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at firms including Thrivent Financial and Hemingway Wealth Management, where he continues to serve as a financial planner. Strong is also licensed as a non-variable insurance agent in St. Louis Park, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Lucas Anderson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020 and has been affiliated with Investors Financial Group, LLC and LPL Financial, LLC since 2020. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a network of investment adviser representatives and provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Nancy Hughes is a CFP® with 12 years of experience in financial advising, currently with Mercer Global Advisors Inc. since 2024. Her prior roles include positions at Waypoint Capital Advisors and Be Financial Wealth Management. She serves as Chair of the Board for Interfaith Outreach Community Partners, a nonprofit focused on community support and stability. 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 investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Eric Norman is a financial advisor with Private Advisor Group, LLC, holding a Series 63 credential and 17 years of industry experience. He has worked at Investors Financial Group and LPL Financial since 2013 and joined Private Advisor Group in 2022. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, using a range of investment strategies and coordinating custody and reporting through multiple custodians.

William Sukup is a CFP® professional with 27 years of experience in the financial services industry. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related firms since 2002, including Wealth Enhancement Brokerage Services and LPL Financial. His other business activities include serving as an agent selling traditional insurance products, fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an 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, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Ethan Mottla is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Allianz Life Financial Services and Parady Financial Group. He is also involved as an Associate Advisor at NFP, assisting with client meetings and account management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a diverse client base that includes large institutional investors and sovereign wealth funds.