Ian Brauer is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Prior to this role, he worked for Lake Tahoe Wealth Management and has experience in both academic and hospitality settings. Wealth Enhancement Advisory Services (WEAS) 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 investment approach combining passive and active strategies overseen by an internal Investment Committee.

Nicole Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Wealth Enhancement Brokerage Services, LLC since 2007 and LPL Financial from 2007 to 2025. Her career also includes a 16-year tenure with Famous Dave's of America. 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 consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Glenn Pavia is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2007. Outside of his advisory role, he serves as vice president, treasurer, and secretary for a veterinary product sales business owned by his wife. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nichole Coons is a financial advisor with Principal Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Principal Securities, Inc. and Principal Life Insurance Co. since 2004. Additionally, she serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal business units. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Susan Cevette is a financial advisor with Kestra Advisory in Minneapolis, MN, holding Series 63, 65, and 66 licenses and totaling 21 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. She is also the owner and registered representative of Watersedge Wealth Management, an independent insurance firm. 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, compliance testing, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Challe is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at JPMorgan Securities LLC, LPL Financial, and Priebe Wealth Holdings, LLC, where he continues to maintain an affiliation. Based in Maple Grove, MN, he is involved in advisory services through Kestra Advisory and manages wealth management business operations under Magnetic North Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving a range of clients from large institutional investors to sovereign wealth funds.

Edwina Allee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. She has worked with Wealth Enhancement firms since 2006 and has a background that includes roles at Linsco Private Ledger. 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 with quantitative and fundamental research.

Ryan Siewert is a CFP® with 10 years of experience in the financial industry. He is currently with Cresset Asset Management, LLC and has previously worked at Meristem Family Wealth LLC and Ameriprise Financial Services, Inc. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, and institutions. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence process for manager selection and ongoing portfolio monitoring.

Betsy Kelly is a financial advisor at United Planners Financial Services of America with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Nova 401(k) Associates. Outside of finance, she is a social media influencer and content creator focused on golf and fitness. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent investment adviser representatives and utilizes a mix of custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Corey Purkat is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial, Origin Financial, and his own firm, Purkat Financial. 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 uses a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Michael Hess is a CFP® professional with 23 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group, Llc and Wealth Enhancement Brokerage Services, LLC since 2002 and 2007 respectively, and was associated with LPL Financial from 2007 to 2025. Outside of advisory work, he is an insurance agent focusing on life, fixed annuities, disability, and long-term care policies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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 retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Joseph Peterson is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has prior experience with Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory roles, he has worked in various positions related to athletics and golf, including at Saint John's University Athletic Department and Braemar Golf Course. 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 fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Stephen Bredesen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding a Series 63 designation and 26 years of industry experience. He has worked with Principal since 2016 and previously held roles at Cannaday Bloom Wealth and Insurance Solutions and Cannaday Wealth Management. Outside of his advisory duties, he serves as a lead long-term care insurance producer and provides financial consulting through his involvement with Cannaday's teams. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through multiple advisory and promoter arrangements.

Peter Hunter Hanson is a financial advisor with Transamerica Retirement Advisors, LLC in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Transamerica since 2018 and previously worked at Waddell & Reed, Inc. Hanson is also a partner in OneFaceBeauty LLC, a retail product sales business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide asset allocation and retirement guidance.

Alec Showen is a financial advisor with Kestra Advisory, holding a Series 66 designation and five years of industry experience. He has been associated with Kestra Advisory since 2022 and holds an operational leadership role at Nesbit Financial, where he manages day-to-day administrative functions. His background also includes prior roles at Ross Nesbit Agencies and the University of Minnesota – Twin Cities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and supports discretionary and non-discretionary services, serving a client base that includes large institutional investors and sovereign wealth funds.

Julio Paredes Calva is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including LPL Financial and Alerus 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 specialized consulting, employing a strategic investment process that combines active and passive management guided by an internal Investment Committee.

Sydney Stabio is a CFP® professional at D.A. Davidson & Co. in Minneapolis, with 20 years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he serves as a director on the board of Trailwest Bank Corp., participating on its audit committee. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jolene Rizk is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo and Ameriprise Financial. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Agim Deva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has held roles at Wealth Enhancement firms since 2020 and previously worked at LPL Financial, Cetera Investment Services, and TCF National Bank. Deva is also a commissioned notary public in Minnesota. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers 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 with oversight from an internal Investment Committee.

Ryan Winter is a Series 66 licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. His prior work includes roles at LPL Financial, Equitable Advisors, and AXA Advisors. He is based in Plymouth, MN. 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 uses a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.