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.

Nicole Evenski is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with Wealth Enhancement Brokerage Services since 2012 and has been associated with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, LLC since 2010 and 2007, respectively. Outside of advising, she is a commissioned notary public in Minnesota. 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 employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Thomas Pell is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets, Morgan Stanley & Co. LLC, and several advisory firms prior to joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of advisory and family office services.

Evan Bachman is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at Fure Financial Corporation and Bamco Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions along with financial, retirement, tax, and estate planning services.

Peter Robinson is a Series 66-licensed financial advisor with over 21 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2018 and also serves as President of Retirement Plan Solutions at Nesbit Agencies Insurance Services. Prior to joining Kestra, Robinson held roles at Principal Life Insurance Company and several other financial firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment arrangements.

Kristina Christenson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. She also works part-time as a server at Northern Taphouse in Lakeville, MN. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Chloe Briel is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Wealth Enhancement Group and its affiliated firms since 2020 and previously held roles at Commonwealth Financial Network and Greenwald Wealth Management. Briel holds the Series 66 license and is based in Plymouth, MN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Joseph Barwick is a financial advisor with Guardian Life who holds a Series 63 designation and has 21 years of industry experience. He has worked with Guardian Life since 2006 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he occasionally writes disability insurance policies and operates White Coat Wealth Advisors, a practice focused on serving the medical community. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.

Jason Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 63 designation and 33 years of industry experience. He has been a member and co-owner of The Rein Group since 2006 and is involved in offering Medicare and health insurance classes through Beyond Medicare. Additionally, he is a managing partner of EducateU LLC, which provides investment-related services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers discretionary model portfolios and various program structures designed to support affiliated advisors in delivering investment and wealth management services.

Jeffrey Hockert is a CFP® professional with over 32 years of experience in the financial services industry. He has been associated with Wealth Enhancement Advisory Services, LLC since 2001 and has held roles at related entities including Wealth Enhancement Brokerage Services and LPL Financial. Outside of his advisory duties, he participates in the WEG radio program and serves as a notary public. 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 investment approach combining passive and active strategies, with oversight from an internal Investment Committee.

Brent Carlson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has worked at Kestra Advisory Services, Kestra Investment Services, and WFG Investments. In addition to his advisory role, he is a public notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering fiduciary services, plan design and compliance, and access to multiple management platforms and third-party solutions.

Andrew Thelander is a CFP® professional with 21 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC during his career. Outside of his advisory role, he serves as a board member for the Stillwater Area Public Schools and the Northeast Metro 916 School Board. 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 internal research and an Investment Committee.

Adriana Arkley is a financial advisor at Transamerica Retirement Advisors, LLC in Minneapolis, MN, with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior work history at Wells Fargo and Compass Group USA, where she also assists with food service and event catering outside of securities hours. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education programs, utilizing proprietary portfolio models developed in partnership with Morningstar Investment Management.

Lisa Clark is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked with Wealth Enhancement Advisory Services since 2013. 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, using a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Nicholas Beissel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including long tenures at Wealth Enhancement Advisory Services and related entities since 2003. Outside of advisory work, he is involved in business activities related to traditional insurance and annuity sales through Wealth Enhancement Group, LLC. 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 investment approach that integrates passive and active managers with quantitative and fundamental analysis, supported by an internal Investment Committee.

Derrick Bordeleau is a financial advisor at Creative Planning with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lockton Investment Advisors and GWFS Equities. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Julie Johns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. She has held roles at LPL Financial and Wealth Enhancement Group in prior years. Outside of advisory work, she is the owner of Gillette Cabin, LLC, a non-investment-related business. 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 and asset management, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Cailin Johnson is a CFP® professional with one year of industry experience, currently serving at Mercer Global Advisors Inc. in Minneapolis, MN. Prior to joining Mercer, she worked at Waypoint Capital Advisors and Great Waters Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies, complemented by a range of specialized services and client education initiatives.