Katie Biedler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. Her prior roles include positions at LPL Financial LLC, Old National Bank, Alight Financial Solutions, U.S. Bancorp Investments, and U.S. Bank. 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 regulatory assets under management through a large advisor network and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Joyce Murphy is a financial advisor at &PARTNERS with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Clearing. She also spends a small portion of her time on fixed insurance sales. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using both proprietary and third-party strategies, with a focus on ongoing monitoring and comprehensive account reviews.

Bruce Carlson is a CFP®-certified financial advisor with over 41 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2017 and previously worked for WFG Investments, Inc., WFG Advisors, LP, and Williams Financial Group from 2003 to 2017. He also serves with the Lake Johanna Fire Department. Carlson is president of Carlson Asset Management and provides investment advisory services while managing client portfolios. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, compliance testing, employee education, and access to multiple management platforms and third-party managed solutions.

Dustin Robbins is a CFP® professional based in Plymouth, MN, with 11 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including RBC Capital Markets, LLC and LPL Financial LLC. 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 blends passive and active managers with quantitative, momentum, and fundamental analysis.

Daniel Wehmhoff is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, New York Life, and Eagle Strategies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Kristin Olson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc., Hemingway Wealth Management, and United Planners Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement planning. The firm uses portfolio construction and oversight from Morningstar Investment Management and operates primarily with non-discretionary assets at scale.

Jacqueline Ampe is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. Her prior work includes roles at LPL Financial. She is also involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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, and offers a range of financial planning and asset management services.

Jeffrey Brannon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Commonwealth and FPS Financial in 2024, he worked at Equitable Advisors from 2020 to 2024 and held various roles in other organizations including Pure Hockey. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services, supporting advisors in developing personalized investment solutions.

Joseph Young is a CFP® certificant and registered investment advisor with eight years of industry experience. He is currently with Savant Wealth Management and has previously worked at PrairieView Partners, Creative Planning, Wipfli Financial Advisors, Ameriprise Financial Services, and CliftonLarsonAllen Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust management.

Kira Kinsman is a CFP® professional with seven years of industry experience, currently with Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer in 2026, she spent several years at Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate accounts, and private fund platforms.

Terry Kerber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial and SII Investments, Inc., as well as nearly five decades at Retirement Advisory Group. Outside of advising, he is an author affiliated with American Hope Publishing. 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 consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Kelly Fischer is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Plymouth, MN. She has been with Wealth Enhancement and its affiliated entities since 2012. Outside of her advisory role, Kelly is a notary public. 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 retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

David Cass is an investment advisor at TLG Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc, Allianz Life, Cetera Advisor Networks LLC, Girard Securities Inc, and United Capital Financial Advisers, LLC. At Allianz Life, he serves as Vice President and Head of the RIA Concierge Desk and sales unit. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, using a research approach based on fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer program called Starlight Portfolios.

Jonathan Copeland is a financial advisor with Transamerica Retirement Advisors, LLC based in St. Paul, MN. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Principal Life Insurance and Securities, Securian Financial Services, Cetera Advisor Networks, and Thrivent Investment Management. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary portfolio construction supported by Morningstar Investment Management and provides both managed portfolios and non-discretionary recommendations to a large client base.

Nicole Webb is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. She has held previous roles at Wealth Enhancement Brokerage Services and LPL Financial. Webb is also involved in sales of fixed annuities, disability, and long-term care insurance through Wealth Enhancement Group, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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 offers a range of financial planning, asset management, and retirement consulting services.

Tonya Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2011. In addition to her advisory role, she is a commissioned notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation across risk classes with both passive and active management, supported by an internal Investment Committee and comprehensive research incorporating quantitative and fundamental analysis.

Tyler Jensch is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes 13 years at Thrivent Investment Management Inc. and one year at Raymond James & Associates, Inc. before joining his current firm. 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 a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Ryan Lundervold is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at AE Wealth Management since 2017 and previously at Gradient Advisors, LLC, and Lundervold Financial, LLC, the latter of which he also owns. He is the author of a book distributed for free to advisors and facilitates access to estate planning document services for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients through an extensive platform and service model.

William Gese is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 28 years of industry experience. He has been affiliated with Kestra Investment Services since 2005 and with Kestra Advisory since 2016. In addition to his advisory roles, Gese works as a financial planner and wealth manager and is involved in financial wellness advocacy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Anthony Price is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Piper Jaffray Inc. for 22 years and Total Wealth Advisors, LLC for 7 years. Price is based in White Bear Lake, Minnesota. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, individual equities, and fixed income.