Jaret Hartley is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with one year of industry experience. His work history includes roles at Prairieview Partners, LLC and Boulay, as well as multiple engagements at the University of Wisconsin–Madison. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Justin Mishacoff is a financial advisor at &Partners with 27 years of industry experience. His career includes roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Clearing. He is a co-owner of Lumitas Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. &Partners serves a broad client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by both discretionary and non-discretionary account management.

Benjamin Osborn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services and its affiliated entities since 2015 and previously was associated with LPL Financial. Osborn also provides administrative services to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management solutions.

Bo Strecker is a financial advisor with Voya Financial Advisors, Inc. in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Northwestern Mutual for one year. Outside of his advisory roles, he has been involved with USA Hockey and the City of Inver Grove. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and retirement advisory services through both affiliated and unaffiliated products, using a mix of in-house and external strategies with a focus on client-approved, non-discretionary management.

Sarah Guibert is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wealth Enhancement Group, LPL Financial, SCF Securities, Kestra Financial, and Charles Schwab. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

Brian Williamson is a financial advisor based in Plymouth, MN, affiliated with Wealth Enhancement Advisory Services, LLC. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at LPL Financial, LLC and University of St Thomas. Wealth Enhancement Advisory Services offers 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 through a large network of advisors and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Michael Roedl is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, with 10 years of industry experience. He holds the Series 65 and Series 63 licenses. His prior roles include positions at RBC Capital Markets, LLC and Piper Jaffray & Co. Wells Fargo Investment Institute is an SEC-registered advisory and research organization that provides manager due diligence, securities research, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. Its team-based approach delivers model portfolios and strategies that affiliates implement at their discretion.

Brent Cook is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Ameriprise Financial. Outside of his advisory role, Cook has served as an election judge in his local precinct. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and client savings rates within an integrated platform tied to its recordkeeping and administrative services.

Benjamin Schaefer is a CFP® with 29 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Advisory Services since 2001 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. Schaefer is also licensed as an insurance agent, selling traditional insurance products and fixed annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Jonathan Henderson is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, J.P. Morgan Securities, and Fidelity. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Katie Scalia is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Principal Securities, Principal Life Insurance Company, 1834 Investment Advisors Co., Bremer Bank, and Wells Fargo. Principal Securities provides 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Madeline Longo is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Waypoint Capital Advisors and Ameriprise Financial, and held a position at the University of Wisconsin–Madison. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, employing a range of implementation options including ETFs, mutual funds, and separate accounts.

Tenielle Shallman is a CFP® professional with 24 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has worked at Wealth Enhancement Advisory Services since 2001 and Wealth Enhancement Brokerage Services since 2007, with prior experience at LPL Financial. 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 emphasizes strategic asset allocation using a combination of passive and active managers, supported by an internal Investment Committee and a range of program offerings including financial planning, asset management, and specialized retirement plan consulting.

Bernie Zeruhn is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a referee for youth soccer matches with the Minnesota State Referee Committee. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored financial solutions through integrated teams and affiliated entities.

David Flora is a Series 66-licensed advisor with Transamerica Retirement Advisors, LLC, based in Blaine, MN, and has 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2011. Outside of his advisory role, Flora owns and operates a photography business, Dave Flora Photography. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with advisory programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm employs Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized, primarily non-discretionary investment advice.

Kimberly Zemke is a CFP® and Series 66-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, with four years of industry experience. She has worked with Wealth Enhancement Brokerage Services and LPL Financial, LLC, and previously spent 14 years at HealthEast Care System. Zemke also holds a notary commission and provides administrative support within her advisory firm. 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 approach combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Richard Berquist is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His career includes prior roles at LPL Financial, Investors Financial Group, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with the use of third-party managers and technology platforms to implement diverse investment strategies.

Yusuf Gbadamosi is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his career in 2026. He has prior experience at WFGIA and C.H. Robinson, where he worked as a software engineer in logistics. Gbadamosi is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party models, operating as both a registered investment adviser and broker-dealer.

Jacob Larsen is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial for 12 years and has been involved with Blaze Credit Union in St. Paul, MN, for over a decade, where he also provides administrative and advisor support services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model, combining discretionary and non-discretionary account management with access to alternative investments and lending solutions.

Danielle Schultz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has been associated with Wealth Enhancement Advisory Services and its related entities since 2011, including LPL Financial from 2011 to 2025. 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 specialized consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.