Brenna Ihli is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and RBC Wealth Management. Brenna is based in Plymouth, 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 blending passive and active management, supported by an internal Investment Committee and multiple implementation tools and services.

Jason Priebe is a CFP® with 12 years of industry experience, currently serving as an advisor at Kestra Advisory. He previously worked at LPL Financial and has operated several wealth management and advisory firms, including Priebe Wealth, LLC and Magnetic North Advisors. Outside of investment advisory, he manages a tax and accounting firm and an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range 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 large institutional investors, including sovereign wealth funds.

Marty Nanne is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Kestra since 2016 and previously worked at UBS Paine Webber. Nanne also serves as a managing director at The KNW Group, where he is involved in insurance-related activities, and holds a board position with Partners Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range 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 clients including sovereign wealth funds.

Anne Novak is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She holds the PFS™ designation and Series 65 license. Novak has worked at Cresset Asset Management since 2022 and has been Vice President at Cresset Trust Company since 2015, where she oversees operations, business development, and vendor relations. Prior to joining Cresset, she spent 17 years with Meristem Family Wealth, LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations, using diversified, asset-allocation-driven portfolio construction with both active and passive strategies.

Jared Johnson is a CFP® and holds a Series 65 license with four years of industry experience. He currently serves as a financial advisor at Cerity Partners LLC and previously worked at Echo Wealth Management, LLC and Trust Point Inc. from 2017 to 2026. Cerity Partners advises a diverse clientele including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, quantitative screening, and asset allocation, with access to alternative and private market solutions for qualified clients.

David Peterson is a financial advisor at Creative Planning with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets Corporation and Lockton Investment Advisors. David’s career background includes roles at multiple Lockton entities and BerganKDV Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies combined with tax-loss harvesting, selective private market exposure, and sub-advisory arrangements.

Travis Bretoi is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Transamerica Retirement Advisors, LLC. His prior roles include positions at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as experience with TD Ameritrade from 2017 to 2020. Transamerica Retirement Advisors provides investment advice and education services primarily to participants in employer-sponsored retirement plans and IRA owners. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary investment recommendations.

Jeremy Grund is a financial advisor with Principal Financial Services in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has experience working at Principal Financial Services and Principal Life Insurance Company since 2025. His prior work history includes roles at HealthPartners and service in the Minnesota National Guard. 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 outside the U.S. 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.

Gary Williamson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Wealth Enhancement in various capacities since 2013. Outside of his advisory role, he is involved as an agent selling traditional insurance products, including fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal committee and quantitative and fundamental research.

Richard Kroll is a CFP® professional with 32 years of industry experience, currently affiliated with Principal Financial Services. His prior work includes roles at Kroll Wealth Management, Silveus Financial Products, Roy Jenks And Associates Inc, PRINCIPAL LIFE INSURANCE COMPANY, and Princor Financial Services Corporation. He is establishing a referral arrangement involving life insurance and variable life insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Brent Muller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2010 and has prior experience at LPL Financial. 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 retirement plan consulting, employing a strategic allocation approach with a mix of passive and active managers guided by an internal Investment Committee.

Zachary Buesgens is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Financial Perspectives, Inc. He is also commissioned as a Notary Public. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting primarily for 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 overseen by an internal Investment Committee.

Donald Wilson is a financial advisor with United Planners Financial Services of America, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior experience includes ten years at Focus Financial and Royal Alliance and Associates. Outside of advising, he serves as president of Don Wilson Inc., a separate business entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through roughly 359 advisors. The firm offers a combination of advisory and brokerage services, primarily managing assets on a non-discretionary basis.

Abena Isijola is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked with firms including Ameriprise Financial Services and Foster Klima. Her background also includes roles at the University of Minnesota Extension and Innocent Technologies, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary wrap programs, alternative investments, and integrated lending options.

Kathryn Cullen Huebschen is a CFP® professional at Beacon Pointe Advisors, LLC with 14 years of industry experience. She previously worked at BlackRock Investments LLC and Charles Schwab, among other firms. Outside of her advisory role, she volunteers with the CFP Board Center for Financial Planning’s Workforce Development Advisory Group and serves on the board of directors for Brighter Children, a nonprofit focused on investing in educational initiatives for marginalized communities. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to individuals, corporations, pension plans, and institutional clients. The firm uses a mix of active and passive strategies across public and private assets and conducts ongoing due diligence on third-party independent managers through its internally maintained “Focus List.”

Thomas Hoffman is a financial advisor with Principal Financial Services in New Brighton, MN, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones, Waddell & Reed, LPL Financial, and Green Guardian Wealth Management before joining Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he has a rental arrangement for a condominium bedroom in New Brighton. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Beverly Brumbaugh Jr. is a CFP®-designated financial advisor with 39 years of industry experience, currently with Oppenheimer in Minneapolis, MN. He has been with Oppenheimer since 2009 and previously worked at Piper Sandler & Co. from 2000 to 2004. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Benjamin Meyers is a Certified Financial Planner (CFP®) with five years of industry experience, currently with Creative Planning, where he has worked since 2022. Prior to that, he was with Wipfli Financial Advisors and has experience in educational roles at the University of Minnesota - Duluth and Elk River High School. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations, managing approximately $295.6 billion in client assets. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, along with access to private market investments and comprehensive fiduciary services.

William Waterbury is a financial advisor with Guardian Life in St. Paul, MN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Guardian Life and its affiliated firms since 2006 and has worked at Park Avenue Securities since 2018. He serves as power of attorney for family members in non-investment-related matters. His firm, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting through a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform.

Marissa Landin is a Series 66-licensed financial advisor with Kestra Advisory in Plymouth, MN. She has been with Kestra and its affiliates since 2025 and has prior experience including roles at Compass Capital Management and First Property Management. Outside of financial services, her background includes work in education and hospitality. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.