Craig Meuer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at J.W. Cole Advisors, Inc., New Era Financial Advisors, Inc., and LPL Financial. He is the owner of a business entity, Craig Meuer LLC, used for tax and investment purposes. 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, utilizing a strategic investment approach that combines passive and active management guided 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.

Julz Schwingler is a CFP® and CFA® with 32 years of industry experience, currently serving with RBC Rochdale, LLC. She has been with City National Rochdale since 2015. Outside of her advisory role, she serves as a committee member on the Rollins College Parent and Family Council. RBC Rochdale provides discretionary and non-discretionary portfolio management and sub-advisory services to a diverse client base, including high net worth individuals, corporations, and institutional entities. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, using proprietary tools to tailor portfolios aligned with clients’ Investment Policy Statements.

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.

Joseph Frissora is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior roles include positions at Commonwealth Financial Network, Greenwald Wealth Management, and Schwarz Dygos Wheeler Investment Advisors. He is involved with Manual.Care, LLC, providing financial education through guest speaking and panelist engagements. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm’s approach combines discretionary, customized portfolios with both in-house research and third-party manager allocations, supported by extensive tax, accounting, and financial wellness 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.

John Michael Sarabia is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2022. His prior work includes roles at Marquette Wealth Management, LLC and Ameriprise Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

Brandon Fancher is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He has worked at Schwab Wealth Advisory, Inc. since 2026 and Charles Schwab & Co., Inc. since 2022. Prior to his finance career, he was involved in operations at Amazon/JDK Delivery LLC and Louie's Pizza. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Paul Wilson is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2012. He also maintains an affiliation with LPL Financial. Wilson has additional involvement in the sales and servicing of fixed life, disability, long-term care, and health insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technological partnerships.

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.

Caleb Landry is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J. W. Cole Advisors, he worked in education and construction roles and has experience as a restaurant server and an insurance agent. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers, offering portfolio management, financial planning, third-party manager access, and various managed account solutions.

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.