Tonya Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2011. In addition to her advisory role, she is a commissioned notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation across risk classes with both passive and active management, supported by an internal Investment Committee and comprehensive research incorporating quantitative and fundamental analysis.

Tyler Jensch is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes 13 years at Thrivent Investment Management Inc. and one year at Raymond James & Associates, Inc. before joining his current firm. 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 using a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Ryan Lundervold is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with his own firm, Lundervold Financial, LLC, since 2006. He is the author of a book distributed to advisors and facilitates access to an estate planning document service platform for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and standardized platform services, managing assets on a large scale with over 400 advisors and 127,000 clients.

Thomas O Hara is a financial advisor with Principal Financial Services based in Minnetonka, MN. He holds a Series 66 designation and has prior experience at One River Asset Management, Ernst & Young, and PricewaterhouseCoopers. He is also involved in the sales and service of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

William Gese is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 28 years of industry experience. He has been affiliated with Kestra Investment Services since 2005 and with Kestra Advisory since 2016. In addition to his advisory roles, Gese works as a financial planner and wealth manager and is involved in financial wellness advocacy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Anthony Price is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Piper Jaffray Inc. for 22 years and Total Wealth Advisors, LLC for 7 years. Price is based in White Bear Lake, Minnesota. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of web, mobile platforms, and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments across ETFs, mutual funds, individual equities, and fixed income.

Mark Larsen is a financial advisor with Oppenheimer in Minneapolis, MN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing strategic asset allocation and a variety of investment strategies tailored to client objectives.

Nash Meland is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Principal-affiliated firms since 2014, including Principal Life Insurance and Principal Securities. Meland is also a licensed agent for life, annuities, disability income, and long-term care insurance. 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 offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Randy Rheault is a financial advisor with Principal Financial Services based in Lake Elmo, MN, holding a Series 63 designation and over 23 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Co. since 2012 and owns CSP & Associates Inc. Outside of advisory work, he is involved in selling health, traditional, long-term care, disability, group benefits, and property and casualty insurance through various carriers. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under distinct advisory and promoter arrangements.

Steven Schoenberger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Farther. He has previously worked at Open Door Financial and Affiance Financial. Schoenberger holds the Series 66 designation. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Alex Adair is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018 and previously held a position at Sabic Polymershapes from 2014 to 2018. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services, utilizing proprietary portfolio models from Morningstar Investment Management tailored to client-specific retirement goals.

Connor Gaarder is a financial advisor with Private Advisor Group, LLC in Plymouth, MN, holding a Series 66 designation and eight years of industry experience. His career includes roles at LPL Financial LLC and Ameriprise Financial Services, Inc. He has also worked with Investors Financial Group, LLC. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Scott Wolf is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions and donor-advised funds.

Eric Kuitu is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has held roles at Cannaday Wealth Management, CETERA Advisor Networks, and Advisornet Wealth Management. He serves as a board member for Custom One Charities, contributing to marketing and networking for the nonprofit's events. 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 offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions, with investment implementation generally handled on a discretionary basis by these managers.

Jacob Kowalski is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at PNC Investments LLC and U.S. Bancorp Investments, Inc. Kowalski serves the Oakdale, MN area and has volunteered as a first responder for the City of North Saint Paul. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment advisor and FINRA-member broker-dealer, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Timothy Schumacher is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Ameriprise Financial and The Leaders Group Inc. He is currently associated with Madison Avenue Securities and Advisors Excel in compliance advertising specialist roles. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Luke Murray is a CFP® professional with 12 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent four years at Prairieview Partners and 21 years at Fiduciary Counselling Inc. He is based in St Paul, MN. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a range of affiliated entities offering accounting, legal, and trust services.

Matthew Masyga is a Series 65-credentialed financial advisor with five years of industry experience. He is currently with AE Wealth Management, LLC and has held roles at Lundervold Financial, Advisornet Wealth Management, SBI Wealth Management, and Merchant's Bank. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios managed internally or by third parties and supports a high client-to-advisor ratio through standardized model and platform services.

Jeffrey Doom is a CFP® professional with 25 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked with Investors Financial Group, LLC and LPL Financial. Outside of his advisory role, he is involved in managing a family partnership that owns farmland in Minnesota. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Andrea Debevec is a CFP® and holds a Series 66 license with 17 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2017. Her practice is based in Plymouth, MN. 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 process that blends passive and active management overseen by an internal Investment Committee.