Bryan Bohlman is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been affiliated with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services focused on asset allocation, contribution guidance, and retirement planning. The firm’s advice utilizes Morningstar Investment Management’s portfolio models and serves a large client base primarily through non-discretionary asset management.

Alexander Simpson is a financial advisor at Goldman Sachs Wealth Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm tailors strategies using proprietary models and integrates capabilities across the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Dustin Smith is a CFP® professional with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement and its affiliated entities since 2011 and was previously affiliated with LPL Financial. Outside of his advisory role, he teaches CFP courses to candidates and has worked as a self-employed musician for over two decades. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.

Clayton Benway is a financial advisor with OSAIC Institutions, Inc. and holds Series 63, Series 65, and Series 66 licenses. He has seven years of industry experience, including roles at TD Ameritrade and Dowling and Yahnke. He is currently also affiliated with Alerus, a diversified financial institution. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, operating a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Jon Marker is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Guardian Life Insurance Company and Park Avenue Securities. Marker serves as a board member for both the Braemar Golf Association and the Minneapolis Jewish Cemetery. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Jake Foldenaur is a financial advisor with Transamerica Retirement Advisors, LLC in St. Paul, MN, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Ameriprise and Transamerica’s affiliated entities. He also worked with Spin the Planet Enterprises and Froggy Hops earlier in his career. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and operates primarily with a large client base and a high client-to-advisor ratio.

Cheryl Grochowski is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kestra Advisory. She was previously with Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of her advisory role, she owns Treowth Wealth Advisors, where she prepares tax returns during tax season. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a range of clients from large institutional investors to sovereign wealth funds.

Jason Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Guardian Life since 2007 and at Park Avenue Securities since 2022. In addition to his advisory role, he operates Hegarty Consulting Group, LLC, which markets employee benefits and retirement products primarily to small businesses, and he provides identity theft protection services through Pre-Paid Legal. Park Avenue Securities LLC, where he is based, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Stephanie Griesinger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2017. Her prior experience includes roles at WD Financial Services, LLC and Weber & Deegan, Ltd. She is a board member of the Carver Lions Club in Carver, MN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts and estates, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Adam Rogalla is a financial advisor with Transamerica Retirement Advisors, LLC. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Diversified Investors Securities Corp. since 2013 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm uses proprietary portfolio construction and oversight tools from Morningstar Investment Management and manages a large client base with a focus on non-discretionary assets.

Ian Brauer is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Prior to this role, he worked for Lake Tahoe Wealth Management and has experience in both academic and hospitality settings. Wealth Enhancement Advisory Services (WEAS) 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 investment approach combining passive and active strategies overseen by an internal Investment Committee.

Nicole Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Wealth Enhancement Brokerage Services, LLC since 2007 and LPL Financial from 2007 to 2025. Her career also includes a 16-year tenure with Famous Dave's of America. 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 consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Glenn Pavia is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2007. Outside of his advisory role, he serves as vice president, treasurer, and secretary for a veterinary product sales business owned by his wife. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nichole Coons is a financial advisor with Principal Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Principal Securities, Inc. and Principal Life Insurance Co. since 2004. Additionally, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal business units. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Cevette is a financial advisor with Kestra Advisory in Minneapolis, MN, holding Series 63, 65, and 66 licenses and totaling 21 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. She is also the owner and registered representative of Watersedge Wealth Management, an independent insurance firm. 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, compliance testing, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Joseph Sullivan is a financial advisor with Creative Planning holding a Series 65 designation and two years of industry experience. His prior work includes positions at BerganKDV Wealth Management, Principal Financial Group, and Wells Fargo. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Edwina Allee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. She has worked with Wealth Enhancement firms since 2006 and has a background that includes roles at Linsco Private Ledger. 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 with quantitative and fundamental research.

Betsy Kelly is a financial advisor at United Planners Financial Services of America with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Nova 401(k) Associates. Outside of finance, she is a social media influencer and content creator focused on golf and fitness. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent investment adviser representatives and utilizes a mix of custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Corey Purkat is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial, Origin Financial, and his own firm, Purkat Financial. 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 uses a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Michael Hess is a CFP® professional with 23 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group, Llc and Wealth Enhancement Brokerage Services, LLC since 2002 and 2007 respectively, and was associated with LPL Financial from 2007 to 2025. Outside of advisory work, he is an insurance agent focusing on life, fixed annuities, disability, and long-term care policies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.