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.

Zachary Buesgens is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Financial Perspectives, Inc. He is also commissioned as a Notary Public. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting primarily for 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 overseen by an internal Investment Committee.

Abena Isijola is a Series 66-licensed financial advisor with five years of industry experience, currently associated with Primerica Advisors in Mounds View, MN. She has prior experience at Ameriprise Financial Services Inc and has held roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a diverse 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 model portfolios, third-party managers, and digital advice solutions.

Corrie Haux is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. She has 25 years of industry experience, including over two decades with New York Life Insurance Company. Haux has been with Eagle Strategies since 2019 and has concurrent roles within New York Life entities dating back to 2000. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within a structure integrated with New York Life affiliates.

Kendra Kotilinek is a financial advisor with Valic Financial Advisors holding a Series 66 designation and one year of industry experience. She has worked with Valic and AGIA since 2024 and has prior experience in education with several school districts. Outside of finance, she is involved with Up the Creek Bar & Grill. Valic Financial Advisors, Inc. serves primarily U.S. individuals including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes unified managed accounts with discretionary management and emphasizes technology and model solutions across its extensive client base.

Marissa Landin is a Series 66-licensed financial advisor with Kestra Advisory in Plymouth, MN. She has been with Kestra and its affiliates since 2025 and has prior experience including roles at Compass Capital Management and First Property Management. Outside of financial services, her background includes work in education and hospitality. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

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.

Mark Anderson is a CFP® with 15 years of industry experience, currently affiliated with Osaic Institutions, Inc. His career includes roles at Infinex Investments, Alerus, U.S. Bancorp Investments, and U.S. Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving high-net-worth individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

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.

Thomas Pesch is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He previously worked at Honkamp Krueger Financial Services for 10 years and has been associated with Olsen Thielen Co since 2008, where he also holds an accounting position advising businesses on accounting, auditing, and taxation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified allocations aligned with client objectives and risk tolerance.

Brent Romenesko is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors. Prior to joining NewEdge Advisors, he worked at Tempo Investment Advisors, Inc. for 19 years and GWM Advisors LLC for 5 years. He also provides insurance solutions as part of client financial planning through a separate insurance sales business. NewEdge Advisors is an enterprise-scale registered investment advisor that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party managers, with an emphasis on centralized due diligence and the use of technology to support advisors and clients.

James Roberts is a financial advisor at TLG Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intera Capital Partners LLC and CenterPoint Capital Management. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and advises iBorrow on insurance investor access to real estate loan assets. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolios managed by independent advisors and sub-advisors, along with a direct-to-consumer digital program called Starlight 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 since 2012 and also affiliated with LPL Financial and APD Financial Services, LLC. Hanson is involved in selling long-term care, term insurance, and fixed annuities, and he is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers various managed account solutions and employs a fiduciary-based advisory model utilizing technology platforms and third-party managers to implement investment strategies.

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.