Jean Hegarty is a financial advisor with Primerica Advisors and holds a Series 63 designation. She has 34 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she operates Hegarty Consulting Group, an employee benefits firm serving small businesses. 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.

Roger Grumdahl is a financial advisor with Eagle Strategies (NY Life) in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2015. Outside of his advisory role, he serves as a Lutheran minister, occasionally performing wedding, funeral, or church services without compensation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives while managing a significant portion of assets on a non-discretionary basis.

Orobosa Ero is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Transamerica, Ero worked at Bank of America, Merrill, and Wells Fargo in various roles. Outside of finance, Ero is co-owner of Green Hills Transportation LLC, a family-run freight and medical transportation business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party investment models, with assets under management of approximately $2.1 billion as of late 2025.

Justin Kuitu is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 25 years of industry experience. His prior work includes positions at Cannaday Wealth Management, CETERA Advisor Networks LLC, and his own firms, Justin Kuitu Financial Services and Kuitu Financial Services, Inc. Outside of his advisory work, he serves as a sponsorship coordinator for the Westonka Youth Baseball Association. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Weier is a CFP®, CFA®, and Series 63 licensed financial advisor with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent 11 years at PrairieView Partners, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by centralized resources and affiliated legal, accounting, and trust services.

Kristopher Olsen is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for eight years before joining Hornor, Townsend & Kent in 2023. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Alexander Hachiya is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds the Series 66 designation and has been associated with Kestra Investment Services, Kestra Advisory, and The KNW Group since 2016. Outside of his advisory role, he serves as a Wealth Transfer Associate reviewing life insurance policies and as a Senior Analyst designing and selling life insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds, supporting complex investment solutions through multiple management platforms.

Alexander Wallerich is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to joining Kestra in 2017, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2017. Outside of his advisory work, he has been involved with The Railhouse Grill since 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and investment advice, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Timothy Gaarder is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Investors Financial Group, LLC and LPL Financial, LLC in addition to his current role. 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 portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Benjamin Keziah is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience, previously working at Morgan Stanley. Outside of finance, he has experience in the restaurant industry with KAKU Sushi & Poke. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services using strategic allocation models and a variety of fee and account structures, complemented by access to the broader Goldman Sachs ecosystem.

Andrea Bevanda is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2016. Bevanda is also a notary public for the state of Minnesota. 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 that combines passive and active strategies, supported by an internal Investment Committee.

Brenna Ihli is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and RBC Wealth Management. Brenna is based in Plymouth, MN. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active management, supported by an internal Investment Committee and multiple implementation tools and services.

Joshua Rodgers is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services and Securian Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through its “point-in-time” financial plans and managed account solutions.

Marty Nanne is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Kestra since 2016 and previously worked at UBS Paine Webber. Nanne also serves as a managing director at The KNW Group, where he is involved in insurance-related activities, and holds a board position with Partners Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Travis Bretoi is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Transamerica Retirement Advisors, LLC. His prior roles include positions at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as experience with TD Ameritrade from 2017 to 2020. Transamerica Retirement Advisors provides investment advice and education services primarily to participants in employer-sponsored retirement plans and IRA owners. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary investment recommendations.

Christopher Reisdorf is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at NewEdge Advisors since 2018 and concurrently at LPL Financial since 2017, following a 16-year tenure at Investment Centers of America, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charities through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures with a focus on centralized due diligence and technology to support advisor and client needs.

Jeremy Grund is a financial advisor with Principal Financial Services in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has experience working at Principal Financial Services and Principal Life Insurance Company since 2025. His prior work history includes roles at HealthPartners and service in the Minnesota National Guard. 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 outside the U.S. 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.

Gary Williamson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Wealth Enhancement in various capacities since 2013. Outside of his advisory role, he is involved as an agent selling traditional insurance products, including fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal committee and quantitative and fundamental research.

Richard Kroll is a CFP® professional with 32 years of industry experience, currently affiliated with Principal Financial Services. His prior work includes roles at Kroll Wealth Management, Silveus Financial Products, Roy Jenks And Associates Inc, PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. He is establishing a referral arrangement involving life insurance and variable life insurance products. 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’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Brent Muller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2010 and has prior experience at LPL Financial. 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 offers financial planning, asset management, and retirement plan consulting, employing a strategic allocation approach with a mix of passive and active managers guided by an internal Investment Committee.