Logan Schwegler is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he held roles at Principal Securities, Principal Life Insurance Company, and several companies outside the financial services industry, including C.H. Robinson and Banner Engineering. 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 U.S. military personnel abroad. 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.

Ross Miller is a financial advisor with TIAA-CREF in Bloomington, MN. He holds a Series 66 designation and has 14 years of industry experience, including over 11 years with TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard within its vertically integrated advisory model.

Annette Van Horn is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Gwfs Equities, Inc. Since 2017. Prior to her advisory career, she was involved with House of Q BBQ and Brew and attended Colorado State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services include point-in-time financial plans and optional managed account solutions delivered through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Nathan Williams is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ameriprise Financial Services and various positions outside finance such as the Minneapolis Park Board and Old National Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm serves a diverse client base, including large institutional investors, and manages approximately $79.8 billion in assets.

Mark Anderson is a CFP® with 15 years of industry experience, currently affiliated with OSAIC Institutions, INC. His prior roles include positions at Infinex Investments, Inc., Alerus, U.S. Bancorp Investments, Inc., and U.S. Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, wrap fee programs, and access to alternative investments via the CAIS platform. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which supports a variety of investment and lending solutions.

Christopher Fernandez is a financial advisor with Principal Financial Services and holds a Series 63 designation. He has 21 years of industry experience, including 22 years with Principal Life Insurance and Principal Securities. Outside of finance, he is involved with Uptown Brewing Company, where he has participated since 2001. 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 military personnel overseas. 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.

Matthew Griffin is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently associated with Principal Financial Services and has previously worked with JJ Swanson Advisory Group and Principal Life Insurance Company. Outside of advisory roles, he supports administrative operations at JJ Swanson Advisory Group. Principal Securities, where Matthew works, offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm provides financial planning, retirement consulting, and access to third-party money manager programs implemented mainly on a discretionary basis.

Brent Romenesko is a CFP® and Series 65 licensed financial advisor with 12 years of industry experience. He is currently with NewEdge Advisors and previously worked at Tempo Investment Advisors, Inc. for 19 years. In addition to advisory services, he provides insurance solutions as part of client financial planning. 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 combining asset management with financial planning, utilizing mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

James Roberts is a financial advisor at TLG Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Intera Capital Partners LLC since 2019, The Leaders Group Inc since 2011, and CenterPoint Capital Management from 2011 to 2019. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and is involved with iBorrow, advising on real estate loan asset interests. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and a combination of active, passive, and blended fund portfolios.

Todd Loudenslager is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2020, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also president of the West Point Society of Minnesota. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individual, high-net-worth, and institutional clients.

Gregory Hanson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and has operated APD Financial Services, LLC since 2002. Hanson is also a licensed insurance agent, selling long-term care, term life insurance, and fixed annuities, and serves as a notary public. Private Advisor Group 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 a range of portfolio management and financial planning services, utilizing multiple investment strategies and platforms, and is noted for its extensive industry affiliations and use of third-party asset management programs.

Austin Thielen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at LPL Financial, AGP/Alliance Global Partners, International Assets Advisory, and Raymond James Financial Services. 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, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Charles Schwinck is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at Gravie, the University of St. Thomas, and Vista Outdoor. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Noah Williams is a financial advisor with Creative Planning in Bloomington, MN, holding a Series 65 designation and three years of industry experience. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisors and has experience in educational roles at the University of Wisconsin-Eau Claire and White Bear Lake High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that combines low-cost indexing with supplemental strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm, trust company, and recordkeeping services.

Isaac Barthelmess is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Wealth Enhancement Group. 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, risk-class based investment approach combining passive and active managers overseen by an internal Investment Committee.

Thomas Wrich is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party strategies through platforms like Envestnet.

Nicole Hawthorne is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and two years of industry experience. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has a background that includes positions in the beauty and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities. The firm delivers advice through Schwab’s standard asset allocation models and research tools, with final trading decisions made by clients.

Geoffrey Hansen is a financial advisor with LPL Financial based in Chaska, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 16 years with Investment Centers of America, Inc. Hansen also provides investment advisory services through NewEdge Advisors, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and accommodates various client needs through model portfolios, third-party managers, and customized advisory arrangements.

Kelly Willi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at TD Ameritrade, Charles Schwab, JP Morgan Chase, and LPL Financial. Outside of her advisory work, she occasionally assists with youth hockey tournaments through a local nonprofit organization. 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 process that combines passive and active management guided by an internal Investment Committee.

Patrick Siering is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He worked at Meristem Family Wealth for 11 years before joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using a combination of active and passive strategies and conducts thorough due diligence on third-party managers.