Douglas Flink is a financial advisor with Primerica Advisors, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2006 and is currently associated with Park Avenue Securities. Flink is also involved with Foster Klima & Company, Inc., a general agency for Guardian Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Caleb Landry is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J. W. Cole Advisors, he worked in education and construction roles and has experience as a restaurant server and an insurance agent. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers, offering portfolio management, financial planning, third-party manager access, and various managed account solutions.

Kendall Kozikowski is a financial advisor at Cresset Asset Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cresset, he worked at Bravo Capital for three years and Greystone for three years. He has held roles at Boston College and Oak Ridge Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client 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 includes strategic asset allocation, manager selection, and a combination of active and passive investment strategies across public equities, fixed income, and alternatives.

Timothy Thoele is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 33 years of industry experience. He has been affiliated with Principal Life Insurance Company since 1998 and Principal Securities since 1993. Outside of his advisory role, Thoele serves on several nonprofit boards, including the Gull Chain of Lakes Association, the YMCA of Collier County, Florida, and Habitat for Humanity of Collier County, where he participates in financial oversight. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Ronald Lamberton is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Principal Financial Services and holds roles with Bridge Street Wealth Strategies and J.J. Swanson Advisory Group. Outside of his advisory work, he serves as a board member for AAA Minneapolis, the local affiliate of the American Automobile Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, 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.

Andrew Scalia is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Investments for 17 years and Lockton Investment Advisors from 2017 to 2021. 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, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Adam Elliott is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at LPL Financial, J.W. Cole Financial, New Era Financial Advisors, and The Prudential Insurance Company of America. 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 regulatory assets and employs a diversified investment approach blending passive and active managers, overseen by an internal Investment Committee.

Brian Vnak is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement since 2014 and also operates a tax preparation and accounting service for friends and family through his own LLC. 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 and asset management services.

Nathan Stancek is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at LPL Financial and Retirement Advisory Group/SII Investments. 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 process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Erich Hartwig is a CFA® charterholder with one year of experience in the financial industry. He has worked at Tiedemann Advisors, LLC since 2024 and previously spent 13 years at Envoi, LLC. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as to trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach and uses a proprietary risk-optimization tool to guide asset allocation across various asset classes.

Jordan Mills is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Hewins Financial Advisors. Mills holds Series 63 and Series 65 licenses and has a minority ownership interest in Wipfli Financial Advisors. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, supported by affiliated legal and accounting resources.

Taylor Thompson is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Joshua John Batalden, and Merrill Lynch Wealth Management. Before entering the financial industry, Thompson worked at United Parcel Service and has experience in education and athletics, including junior hockey. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm provides tailored recommendations across multiple program types, focusing primarily on non-discretionary asset management for individual and institutional clients.

Daniel Dziekciowski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and LPL Financial. Outside of his advisory role, he is involved with Duck Duck Gray Duck, LLC. 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 process that combines passive and active management guided by an internal Investment Committee.

Ryan Cusin is a financial advisor at Mariner Wealth Advisors in Bloomington, MN, holding a Series 65 credential with three years of industry experience. Prior to joining Mariner, he worked at CX Institutional, LLC and Gypsum Consulting, among other firms. In addition to his advisory role, he serves as an assistant hockey coach for the Rogers Youth Hockey Association. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines customized portfolio management with integrated tax and accounting services, supported by an internal investment committee and access to third-party managers.

Justin Piprude is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Principal Life Insurance Company since 2011 and Principal Securities since 2016, as well as experience with Union Financial, Inc. and co-ownership of Piprude Financial. Outside of his advisory work, he is involved in life and health insurance sales and co-owns an entity focused on succession planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money managers, implementing investments primarily on a discretionary basis.

Mark Parrish is a CFP® professional with 29 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2001 and held prior roles at Linsco/Private Ledger Corp and Wealth Enhancement Brokerage Services. In addition to his advisory work, he is involved in selling fixed insurance products through Wealth Enhancement Group LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, 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 offers a range of financial planning, asset management, and consulting services.

Lynn Pederson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Fidelity Investments, Riversource Distributors, Ameriprise Financial Services, LPL Financial, and Trustone Financial Credit Union. Outside of her advisory work, she is involved in bookkeeping and maintenance for Pederson Farms in Roseau, Minnesota. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation and retirement guidance for a broad client base.

Jeffrey Allen is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding the CFP® designation and Series 63 license. He has 25 years of industry experience and has been a partner and 24.5% owner of The Rein Group, a securities and insurance business, since 2006. Additionally, he is involved with Beyond Medicare, providing Medicare and health insurance classes and consulting services, and is a senior partner in EducateU LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

Eric Gross is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he coaches a youth soccer team and has worked part-time as a Lyft driver and bartender. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Michael Lewis is a CFP® certificant with 20 years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has been associated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, supporting a large client base primarily with non-discretionary investment services.