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.

Kristy Schaffer is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. She has been with Savant Wealth Management since 2025 and previously worked at Irwin Schaffer LLC and Prairieview Partners LLC for 18 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust service affiliates.

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.

Jacob Strucel is a financial advisor at Savant Wealth Management in St. Paul, MN, with two years of industry experience and a Series 65 credential. His prior roles include positions at Vanguard, Edward Jones, and PrairieView Partners. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated implementation services.

Adam Landvik is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Private Advisor Group since 2022 and concurrently associated with Investors Financial Group, LLC and LPL Financial, LLC since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various strategies tailored to client objectives and risk tolerances.

Jacob Anderson is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has been with Wells Fargo in various roles since 2016, including his current position at the Investment Institute since 2026. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses. The firm’s advice is generally impersonal and non-discretionary, supporting affiliates with model portfolios and strategic insights developed through team-based qualitative and quantitative analysis.

Bridget Meschen is a financial advisor at D.A. Davidson & Co. in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has been with D.A. Davidson since 2014. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, utilizing both qualitative and quantitative analyses, and is notable for its involvement in municipal advisory and underwriting activities as well as its specialized wealth management programs.

Paul Tierney III is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. Outside of his advisory role, he serves as head coach for the Minnetonka Lacrosse Association. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering various investment programs that include discretionary and non-discretionary portfolio management as well as financial planning. The firm’s investment approach incorporates strategic and tactical asset allocation across multiple asset classes and employs both commission-based and asset-based fee structures.

Matthew Kaas is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Modern Life, TruChoice (American Financial Marketing Inc), The Leaders Group Inc, and Questar Asset Management. He also serves as a Brokerage Manager at Modern Life, wholesaling variable insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through investment supervisory services, portfolio management, financial and estate planning, and ERISA fiduciary services. Their approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor passive, active, or blended fund portfolios.

Elizabeth Kaselnak is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at RBC Wealth Management and LPL Financial LLC. Kaselnak also has experience related to a podcast and a restaurant. 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 combining passive and active managers, supported by an internal Investment Committee.

Matthew Dobbins is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Thrivent Financial For Lutherans and associated investment management firms for over 20 years before joining Principal and related entities in 2023. Outside of his advisory role, he coaches third-grade boys' basketball and works in ski equipment sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Catherine Jenson is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial. Outside of advisory work, she is an agent at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors serves a diverse client base, including individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple asset classes, and provides comprehensive portfolio management, financial planning, and retirement-plan services.

Jack Mcnamara is a CFP® with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Landmark Wealth Management Group and involvement in the insurance sector through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a strategy centered on allocating across third-party independent managers, utilizing both active and passive approaches, supported by a formal due-diligence process and proprietary investment vehicles.

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.

Garrett Engman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and eight years of industry experience. He has been with J.W. Cole Advisors and its affiliated entities since 2018, previously working at Equitable Advisors and AXA Advisors. Engman is also a partner in New Horizons BFS LLC, where he provides client advice and financial services. J.W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of discretionary and non-discretionary strategies.

Patrick Stenson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Private Advisor Group since 2022 and concurrently with Investors Financial Group, LLC since 2015 and LPL Financial since 2009. Outside of advisory roles, he is involved in the sales and service of fixed annuities, term life insurance, long-term care, and disability insurance. Private Advisor Group, LLC is an SEC-registered firm managing 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 discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing multiple investment strategies and supporting held-away account management through technology partnerships.

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.