Hannah Poss is a financial advisor at Mariner with a Series 65 credential. She has experience working at PricewaterhouseCoopers, LLP for seven years and joined Mariner in 2026. Prior to her professional career, she was affiliated with the University of Minnesota for four years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides a range of strategies across equities, fixed income, alternatives, and digital assets, while also delivering integrated tax and accounting services uncommon for firms of its size.

Andrew Tighe is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 16 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc since 2009 and is currently a partner at J. J. Swanson Advisory Group Inc. Outside of advising, he is co-owner of Carwardine, Tighe, and Swanson, LLC, which focuses on operational support and practice succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple adviser and promoter arrangements.

Justin Edwards is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Echo Wealth Management, LLC, and Equitable Advisors, LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers tailored asset allocation, manager selection, and private-market investment options through a combination of proprietary quantitative screening and external managers.

Michael Giefer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked at The Johnston Group from 2014 to 2019. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and offers a broad range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.

Patrick Stenson is a financial advisor with Private Advisor Group, LLC and holds the Series 63 designation. He has 38 years of industry experience and has worked at Private Advisor Group since 2022, with prior experience at Investors Financial Group, LLC and LPL Financial. His other business activities include sales and service of fixed annuities, term life, long-term care, and disability insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s fiduciary-based model incorporates multiple investment strategies and often implements advice via third-party managers and turn-key asset management programs.

Matthew Lindstrom is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has four years of industry experience and has worked with firms including LPL Financial and SS&C Technologies. 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 managers with quantitative and fundamental research.

Luther Hagen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes over two decades at LPL Financial and roles at Advisers' Pride, Inc. and Gateway Financial Partners, LLC. He is also involved in outside sales of non-variable insurance. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and consulting services. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee and a variety of implementation tools.

Morgan Schleif is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and also worked with LPL Financial from 2007 to 2025. Schleif has involvement in a painting business with his wife under JMS Corp. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joseph Newgren is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds the Series 63 designation and has previously worked at Piprude Financial and Union Financial, Inc. In addition to his advisory role, Newgren is a partner in Power Corner LLC, a business formed to provide operational support, business partnering, and practice succession planning in collaboration with other Principal advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, 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 through various advisory and promoter arrangements.

Jennifer Boland is a CFP® with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2015. She has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm utilizes a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Franklin Pulkrabek is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Northwestern Mutual, and Cargill. Prior to his financial services career, he worked in education for ten years. 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 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.

Katie Biedler is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds Series 65 and Series 63 licenses. She has four years of industry experience, including roles at LPL Financial LLC, Old National Bank, 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 assets, utilizing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Nicholas Moriarty is an investment professional with 13 years of industry experience, currently with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, NewEdge Advisors, LPL Financial, Wealth Enhancement Advisory Services, and Ameriprise Financial Services. Outside of his advisory work, he participates in AlphaSights, a global knowledge services firm, providing expertise through surveys and consultations. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to individuals, institutions, and government entities. The firm employs both proprietary and third-party investment strategies, including private equity and real estate feeder funds, and uses an investment process that incorporates due diligence, asset allocation, and the use of third-party sub-advisors when appropriate.

Stoddard Barnhill is a CFP® with 11 years of industry experience, currently serving at Hightower Advisors. He has worked at Story Capital and M Holdings Securities, among other firms, and holds a role as Director of Planning at Story Capital, where he facilitates family meetings focused on values and goals. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement consulting.

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.

Richard Hall is a financial advisor at Cresset Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at J.P. Morgan Securities Inc for nine years before joining Cresset in 2019. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies and utilizes a structured due diligence process for manager selection and ongoing monitoring.

Jennifer Wesley is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She serves as secretary of her condominium homeowners association, handling communications and coordinating meetings. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan advisory services through both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing proprietary and third-party strategies.

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.

Robert Hanten is a financial advisor with Independent Financial Partners in Plymouth, MN, holding Series 63, 65, and 66 registrations and 14 years of industry experience. He has worked at Pilot Capital Management Corp since 2010 and at Solidarity Financial Inc. since 2002. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Matthew Hermann is a financial advisor with Primerica Advisors in Elko, MN, holding a Series 63 license and 18 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement consulting. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax harvesting.