Erik Bohn is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is a power of attorney for a family member. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of investment programs and financial planning solutions through proprietary and third-party platforms.

Robert Burley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Wealth Enhancement Advisory Services since 2001 and was affiliated with LPL Financial from 2007 to 2025. Outside of advisory roles, he is involved with Wealth Enhancement Group, LLC, which includes sales of fixed insurance products and annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Murray Johnston Jr. is a financial advisor with OSAIC Institutions, Inc. based in Minneapolis, MN, holding Series 63, 65, and 66 licenses and possessing 37 years of industry experience. He has worked at Feltl and Company since 2012. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments, operating through a hybrid adviser and broker-dealer model with a focus on both discretionary and non-discretionary account management.

Ronald Bickford is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Investors Financial Group, LLC and LPL Financial Corporation for over a decade. Outside of his advisory work, he is involved in selling fixed annuity and long-term care insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Kyle Larson is a CFP®-certified financial advisor with six years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC in Green Bay, WI. His career includes roles at LPL Financial and various entities within the Wealth Enhancement Group. Larson also holds an associate financial advisor position focused on fixed insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Trey Wittman is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience, including prior work at Northwestern Mutual. Outside of finance, he has held positions in the hospitality and service industries, including roles at local clubs and restaurants. 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, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Elizabeth Dehn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked with Investors Financial Group, LLC and LPL Financial, LLC during her career. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Kyle Girard is a financial advisor with Kestra Advisory, holding the Series 63 and Series 65 designations and bringing 16 years of industry experience. He has held various roles across Kestra Advisory Services LLC, Kestra Investment Services LLC, Gallagher Fiduciary Advisors, and The KNW Group, among others. Girard serves as a senior retirement plan consultant, managing relationships for defined contribution retirement plan clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including vendor searches, plan design, fiduciary consulting, and plan-level investment advice, supported by due diligence and a broad set of management platforms.

Ernest Draper is a CFP® professional with 27 years of industry experience, currently affiliated with Primerica Advisors in Lakeville, MN. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past decade. Draper also engages in outside insurance sales involving non-Guardian life and disability policies. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Samuel Vujovich is a CFP®-certified financial advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His work history includes positions at LPL Financial LLC and Wealth Enhancement Group. Outside of finance, he has experience in the restaurant business and has worked in education and other roles prior to his advisory career. 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 across a large advisor network, utilizing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Andrew Ohman is a CFP® professional with 21 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2022, and previously held roles at Meristem Family Wealth, LLC from 2005 to 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management across multiple asset classes.

Jillian Hoffman is a financial advisor at &Partners with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advising, she has co-ownership in two print-on-demand merchandise businesses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by fundamental, technical, and quantitative analysis.

Bruce Santjer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and has prior experience at LPL Financial. Outside of advising, he is involved with Wealth Enhancement Group as an insurance agent selling traditional insurance, fixed annuities, disability, and long-term care products. 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, overseen by an internal Investment Committee, and offers various financial planning, asset management, and specialized retirement consulting services.

Karen Roehrich is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. Her prior experience includes roles at J.W. Cole Financial, Inc., New Era Financial Advisors, Inc., and LPL Financial. 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.

Ricky Thorson is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Ameriprise Financial Services, U.S. Bancorp Investments, LPL Financial, BMO Harris Bank, Wells Fargo, and JPMorgan securities. He has experience working in the Midwest Casino Company for 10 years alongside his financial services career. The Huntington Investment Company serves a diverse client base including individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

Christine Heine is a financial advisor at United Planners' Financial Services of America with 16 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Hemingway Wealth Management and several other firms since 2017. She also serves as a notary public in Minnetonka, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Ryan Hegarty is a financial advisor with Primerica Advisors in Minnetonka, MN, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and is also the director of employee benefits at Hegarty Consulting Group LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage, fee-based advisory relationships, and financial planning services, utilizing a mix of proprietary models and third-party strategies.

Claire Kingstad is a financial advisor at Creative Planning with a Series 65 designation and no prior industry experience. She has held roles at Creative Planning, Global Organic Distro, the City of Minneapolis, VIA Actuarial Solutions, and Gallagher. Outside of advising, she is involved with Kingstad Event Technologists, a business providing event technology staffing and virtual event production. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental tactical options and integrated retirement plan services.

Kyle Kolb is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior roles include positions at Dougherty Wealth Advisers LLC, Associated Trust Company, NA, and Associated Bank, NA. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach combining active and passive strategies, supported by a structured due-diligence process and private fund management across multiple asset classes.

Nicholas Ovshak is a Certified Financial Planner™ at Commonwealth Financial Network with eight years of industry experience. He has worked at several firms including Fidelity Brokerage Services and Ameriprise Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting a wide range of investment options and portfolio implementation approaches.