Matthew Griffin is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently associated with Principal Financial Services and has previously worked with JJ Swanson Advisory Group and Principal Life Insurance Company. Outside of advisory roles, he supports administrative operations at JJ Swanson Advisory Group. Principal Securities, where Matthew works, offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm provides financial planning, retirement consulting, and access to third-party money manager programs implemented mainly on a discretionary basis.

Brent Romenesko is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors. Prior to joining NewEdge Advisors, he worked at Tempo Investment Advisors, Inc. for 19 years and GWM Advisors LLC for 5 years. He also provides insurance solutions as part of client financial planning through a separate insurance sales business. NewEdge Advisors is an enterprise-scale registered investment advisor that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party managers, with an emphasis on centralized due diligence and the use of technology to support advisors and clients.

James Roberts is a financial advisor at TLG Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intera Capital Partners LLC and CenterPoint Capital Management. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and advises iBorrow on insurance investor access to real estate loan assets. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolios managed by independent advisors and sub-advisors, along with a direct-to-consumer digital program called Starlight Portfolios.

Todd Loudenslager is a financial advisor with J.W. Cole Advisors, Inc. in Edina, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining J.W. Cole Advisors in 2020, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also president of the West Point Society of Minnesota. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individual, high-net-worth, and institutional clients.

Gregory Hanson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and has operated APD Financial Services, LLC since 2002. Hanson is also a licensed insurance agent, selling long-term care, term life insurance, and fixed annuities, and serves as a notary public. Private Advisor Group manages 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 a range of portfolio management and financial planning services, utilizing multiple investment strategies and platforms, and is noted for its extensive industry affiliations and use of third-party asset management programs.

Austin Thielen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at LPL Financial, AGP/Alliance Global Partners, International Assets Advisory, and Raymond James Financial Services. 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, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Charles Schwinck is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at Gravie, the University of St. Thomas, and Vista Outdoor. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Isaac Barthelmess is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Wealth Enhancement Group. 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, risk-class based investment approach combining passive and active managers overseen by an internal Investment Committee.

Kelly Willi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at TD Ameritrade, Charles Schwab, JP Morgan Chase, and LPL Financial. Outside of her advisory work, she occasionally assists with youth hockey tournaments through a local nonprofit organization. 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 consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Patrick Siering is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He worked at Meristem Family Wealth for 11 years before joining Cresset in 2022. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using a combination of active and passive strategies and conducts thorough due diligence on third-party managers.

Lewis Crosby is a financial advisor with Cresset Asset Management, LLC, holding a Series 65 credential and having two years of industry experience. Prior to joining Cresset, he worked at Tradition Companies and has held various roles in education and other sectors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Jacob Anderson is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has been with Wells Fargo in various roles since 2016, including his current position at the Investment Institute since 2026. 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’s wealth and fiduciary businesses. The firm’s advice is generally impersonal and non-discretionary, supporting affiliates with model portfolios and strategic insights developed through team-based qualitative and quantitative analysis.

Bridget Boyd is a financial advisor at D.A. Davidson & Co. in Minneapolis, MN, with 10 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for high-net-worth clients.

Paul Tierney III is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC and AXA Distributors, LLC. Outside of his advisory role, he serves as head coach for the Minnetonka Lacrosse Association. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering various investment programs that include discretionary and non-discretionary portfolio management as well as financial planning. The firm’s investment approach incorporates strategic and tactical asset allocation across multiple asset classes and employs both commission-based and asset-based fee structures.

Matthew Kaas is a financial advisor with TLG Advisors, Inc. based in Minneapolis, MN. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Modern Life, TruChoice (American Financial Marketing Inc), The Leaders Group Inc, and Questar Asset Management. He also serves as a Brokerage Manager at Modern Life, wholesaling variable insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through investment supervisory services, portfolio management, financial and estate planning, and ERISA fiduciary services. Their approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor passive, active, or blended fund portfolios.

Elizabeth Kaselnak is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at RBC Wealth Management and LPL Financial LLC. Kaselnak also has experience related to a podcast and a restaurant. 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 managers, supported by an internal Investment Committee.

Andrew Tighe is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 16 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc since 2009 and is currently a partner at J. J. Swanson Advisory Group Inc. Outside of advising, he is co-owner of Carwardine, Tighe, and Swanson, LLC, which focuses on operational support and practice succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple adviser and promoter arrangements.

Patrick Stenson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Private Advisor Group since 2022 and concurrently with Investors Financial Group, LLC since 2015 and LPL Financial since 2009. Outside of advisory roles, he is involved in the sales and service of fixed annuities, term life insurance, long-term care, and disability insurance. Private Advisor Group, LLC is an SEC-registered 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 discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing multiple investment strategies and supporting held-away account management through technology partnerships.

Matthew Lindstrom is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has four years of industry experience and has worked with firms including LPL Financial and SS&C Technologies. 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 consulting, employing a strategic investment process that combines passive and active managers with quantitative and fundamental research.

Luther Hagen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes over two decades at LPL Financial and roles at Advisers' Pride, Inc. and Gateway Financial Partners, LLC. He is also involved in outside sales of non-variable insurance. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and consulting services. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee and a variety of implementation tools.