Kate Maier is a CFP® professional with 21 years of experience in the financial services industry. She has been with Wealth Enhancement Advisory Services, LLC since 2014 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC. In addition to her advisory work, she is a licensed attorney and provides legal services on a limited basis. 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 employs a strategic investment process combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Spencer Larsen is a financial advisor at Oppenheimer in Minneapolis, MN, holding a Series 66 designation. He joined Oppenheimer in 2025 and has no prior industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, and it maintains custody of client assets while operating its broker-dealer and advisory businesses.

Scott Ekholm is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He previously worked at LPL Financial for 22 years before joining OSAIC and Blaze Credit Union. He serves as a successor trustee in a family trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA plans, trusts, estates, and corporations through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Jeffrey Foster is a financial advisor with Guardian Life in Wayzata, MN, holding a Series 63 license and bringing 22 years of industry experience. He has been with Guardian Life since 2014 and has over three decades of experience in the Osseo area. Outside of his advisory role, he is involved in annual fundraising events for Ducks Unlimited and serves on the Orono Youth Hockey Association Board. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of investment advisory programs, including discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party models.

James Chapple is a financial advisor at Private Advisor Group, LLC with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Investors Financial Group, LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions, including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

Levi Broersma is a CFP® and Series 66-licensed advisor with Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with two years of industry experience. Prior to joining Wealth Enhancement, he worked at LPL Financial and CH Robinson. Outside of finance, he has been involved with Tokyo Grill Steakhouse for over ten years. 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 through diversified, risk-class based portfolios that combine passive and active strategies, supported by an internal Investment Committee.

Matthew Stole is a financial advisor at Empower Advisory Group with one year of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. Before entering finance, he spent six years at Maynard's Restaurant. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Clint Nelson is a CFP® with 19 years of experience in the financial industry. He is currently with Prime Capital Financial and has previously worked at Private Client Services and Cambridge Investment Research Inc. Outside of his advisory role, he serves as chair of the Central Minnesota Manufacturers Association golf committee. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services, including asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing both discretionary and non-discretionary account management with diverse investment strategies.

Stephanie Mattson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group over the course of her career. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management across multiple programs.

Dustin Peltier is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he operates Well-Being Wealth Strategies, LLC, a business he established to provide investment-related services. 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 mix of proprietary and third-party investment strategies across various account types.

Derek Strong is a CFP® with eight years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at firms including Thrivent Financial and Hemingway Wealth Management, where he continues to serve as a financial planner. Strong is also licensed as a non-variable insurance agent in St. Louis Park, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and manages approximately $12.77 billion in assets, primarily on a non-discretionary basis.

Lucas Anderson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. and currently has overlapping roles at Investors Financial Group, LLC and LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based, utilizing a combination of technology platforms and third-party managers to implement a range of investment strategies.

Nancy Hughes is a CFP® with 12 years of experience in financial advising, currently with Mercer Global Advisors Inc. since 2024. Her prior roles include positions at Waypoint Capital Advisors and Be Financial Wealth Management. She serves as Chair of the Board for Interfaith Outreach Community Partners, a nonprofit focused on community support and stability. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Eric Norman is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at Investors Financial Group, LPL Financial, and Ameriprise. Norman provides investment advisory services through Private Advisor Group, an independent firm. 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 a fiduciary-based advisory model and a variety of managed account solutions, including proprietary and third-party strategies.

William Sukup is a CFP® professional with 28 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC since 2002 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. Outside of advisory work, he is involved as an agent selling traditional insurance products including fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC 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 regulatory assets under management, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

James Bear is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at J. Alan Capital Management, LLC, Global Financial Private Capital, and he has operated J. Alan Financial, Inc. since 2000. Outside of financial advisory work, he is a self-employed musician and freelance drummer. 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 model portfolio management and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Emily Irwin is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Irwin is a non-practicing attorney licensed in Arizona and Minnesota. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, and institutional investors, offering tailored asset allocation and access to alternative and private-market investments.

Ethan Mottla is a financial advisor at Kestra Advisory with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Allianz Life Financial Services, LLC and Parady Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix 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 a diverse client base including large institutional investors and sovereign wealth funds.

Bryce Bockin is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, holding a Series 66 credential and eight years of industry experience. He has worked at Goldman Sachs since 2022 and previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advisory work, he serves as a soccer referee with the United States Soccer Federation and is on the Board of Directors at Sigma Chi (University of Minnesota). Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources from across the Goldman Sachs ecosystem, providing strategic allocation models, specialized wealth programs, and a broad range of investment solutions.

Christopher Wollo is a financial advisor at United Planners Financial Services of America with four years of industry experience. He holds a Series 65 designation and has held roles at Strategic Tax & Business Consultants LLC and ISC Financial Advisors. Outside of his advisory work, he is involved in multiple business ventures including an advanced computing consulting company and a manufacturer of ammunition components. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on non-discretionary asset management.