Danielle Mehia is a CFP® professional with 14 years of experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. She has worked with the firm and its related entities since 2010 and has prior experience with LPL Financial. 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 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 integrating quantitative and fundamental analysis.

Chad Essman is a CFP® professional with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2004 and was previously affiliated with LPL Financial. Outside of his advisory role, he has participated in a radio program and is a commissioned notary. 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 employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Anthony Parrish is a CFP® professional with 10 years of experience in the financial services industry. He has been with Wealth Enhancement Advisory Services, LLC since 2015 and has worked in affiliated entities including LPL Financial and Kestra Financial. Parrish is based in Plymouth, MN. 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 quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Michael Tervo is a financial advisor with Private Advisor Group, LLC in Plymouth, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2015 and joined Private Advisor Group in 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and supporting held-away account management through various third-party platforms.

Leah Brooks is a Certified Financial Planner® with eight years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has prior experience at Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. In addition to her advisory role, she is involved as a wealth advisor with CBS and DPL Financial Partners and serves as an insurance agent for Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual, corporate, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Daniel Mandich Jr. is a financial advisor at Principal Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1986. Outside of his advisory role, he is involved in the life and health insurance sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Ryan Mckeown is a CFP® professional with 23 years of experience in financial advisory. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related entities including Wealth Enhancement Brokerage Services, LLC and LPL Financial. Outside of advisory work, Mckeown teaches a personal financial planning course as an adjunct professor at Minnesota State University Mankato and participates in a radio program hosted by Wealth Enhancement Group. He is also involved with the Girl Scouts River Valley as a committee member. 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 employs a strategic investment process combining passive and active management and offers comprehensive financial planning, asset management, and retirement consulting services.

Nathan Mcclanahan is a CFP® professional with 20 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2012, and has prior experience with LPL Financial. 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 plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Conrad Kerber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial and SII Investments, Inc., as well as a longstanding association with Retirement Advisory Group. He is also a co-author of a book on biking. 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 retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Craig Meuer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at J.W. Cole Advisors, Inc., New Era Financial Advisors, Inc., and LPL Financial. He is the owner of a business entity, Craig Meuer LLC, used for tax and investment purposes. 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 financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Craig Drake is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds a Series 63 designation and has worked with firms including Beacon Financial Group, Fathom Financial, and Incentive Compensation Alternatives. Drake is a partner in Drake Financial, LLC, which provides operational support, business partnering, and practice succession planning. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to third-party money manager asset allocation and managed account solutions through various advisory and promoter arrangements.

Adam Weiland is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Wealth Enhancement Advisory Services, LLC since 2011 and has been affiliated with related Wealth Enhancement entities since 2007. Outside of advisory work, he has established a business entity for tax and investment purposes. 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 plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jake Meza is a CFP® at Mercer Global Advisors Inc. in Minneapolis, MN, with three years of industry experience. His work history includes roles at Mercer Global Advisors and Fure Financial Corporation, as well as Northwestern Mutual Investment Services LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and strategic factor tilts, supported by a range of portfolio management and financial planning services.

John Sitarz is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and over 30 years of industry experience. He has been with Principal Financial Services since 2016, including roles at Principal Life Insurance Company since 1998, and began working with Pinnacle Wealth Partners in 2024. Outside of his advisory work, he sells fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Lance Huebner is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he is the sole proprietor of Cadlee Company, LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes sub-advisors and third-party model platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activity.

Paul Wilson is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2012. He also maintains an affiliation with LPL Financial. Wilson has additional involvement in the sales and servicing of fixed life, disability, long-term care, and health insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technological partnerships.

Margaret Beggs Towle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and over 21 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial and maintains involvement in tax preparation through her business MBT, LLC. 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 a range of financial planning, asset management, and consulting services with an investment approach that combines passive and active management guided by an internal Investment Committee.

Eric Grafnitz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at LPL Financial, Gradient Financial Group, Woodbury Financial Services, and Questar Capital Corporation. He provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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 an internal Investment Committee.

Nicholas Mueller is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds the Series 66 credential and has previously worked at Advisor Group and U.S. Bancorp Investments, Inc. Mueller is based in Lino Lakes, MN. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Nicholas Negrini is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 65 and Series 66 licenses and has seven years of industry experience, including five years with Wells Fargo Wealth Management. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The institute delivers impersonal, non-discretionary model portfolios and research developed through team-based qualitative and quantitative analysis for internal and limited external use.