Daniel Stolfa is a CFP® professional with 15 years of experience in the financial advisory industry. He currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at CCG Wealth Management LLC, Evercore Wealth Management, LLC, and Cambridge Investment Research Advisors, Inc., among others. 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 investment approach that incorporates both passive and active managers, supported by an internal Investment Committee.

Kathleen Kempson is a CFP® professional with one year of industry experience, currently serving as an advisor at Kestra Advisory. She has previously worked with Wealthspire and WEA Member Benefits and holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of 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 and third-party solutions.

Lars Engman is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at One Source Virtual and Ceridian. Engman is also a partner at New Horizons BFS LLC, where he provides investment advice and financial planning. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, implementing investment decisions on both a discretionary and non-discretionary basis.

Amanda Parsons is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Savant Wealth Management and previously worked at Prairieview Partners, Christianson PLLP, and MD Financial / Vestment Financial, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting a broad range of investment approaches overseen by an investment committee.

Michael Velin is a CFP® professional with 15 years of industry experience, currently serving as a Private Wealth Advisor at Kestra Advisory. He has been with Kestra since 2010 across various affiliated entities and also coaches the boys varsity soccer team at Mounds Park Academy. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Rachele Schlottman is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation with one year of industry experience. Her career includes roles at LPL Financial, Alerus Financial, and First National Bank of Omaha. She is also a licensed notary public. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

James Ganger is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc., Securities America Advisors, and Securities America Inc. over the past decade and a half. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary account management.

Emily Goodman is a CFP® with 13 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. She has been associated with Wealth Enhancement Advisory Services and related entities since 2009, including roles at LPL Financial and Wealth Enhancement Brokerage Services. 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 approach that combines passive and active management guided by an internal Investment Committee.

Bruce Helmer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and worked at LPL Financial from 2007 to 2025. Outside of advisory work, Helmer is an author of the books *Real Wealth* and *Money & the People You Love* and participates in a radio program affiliated with Wealth Enhancement Group. 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 with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Shelley Austin is a CFP® with 12 years of experience in the financial services industry. She is currently an advisor at Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Quarry Hill Advisors, LPL Financial, and Summit Planning Group. Austin is also a licensed notary in Saint Paul, MN. 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, using a diversified investment approach that blends passive and active managers and is overseen by an internal Investment Committee.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

James Kalina is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he performs part-time in a musical group and serves as a board member for the Economic Development Authority in Centerville, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services supported by model portfolios, research, and technology solutions.

Deana Healy is a financial advisor with Ameriprise Financial Services, holding CFP®, Series 66, and Series 63 credentials and bringing 25 years of industry experience. She has worked at Ameriprise since 2020 and previously held positions at Randstad Technologies and Salo LLC. Ameriprise Financial Services serves both individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes the use of proprietary research, third-party data, and algorithmic tools, with enrollment criteria requiring a minimum level of investable assets.

Bryan Wildes is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing one year of experience to his role. His prior work includes four years at Willis Towers Watson and multiple positions at Thrivent Financial since 2018. Outside of his advisory work, he is a singer and bass player in a post-punk electronic experimental rock band and also writes and self-publishes short and long fiction. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic goal-based analyses and planning without discretionary trading authority. The firm’s services cover a wide range of topics, including retirement, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing structure.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Wangler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and The Huntington Investment Company. Outside of advising, he owns a home improvement business and works as a food delivery driver. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Antony Fisher is a Financial Advisor at Merrill Lynch Wealth Management who specializes in helping individuals and families align their current financial situation with their long-term vision for retirement. He focuses on areas such as college education planning, family wealth management strategies, employee financial health, managing new wealth, sports and entertainment, and retirement income. With experience rooted in comprehensive wealth management planning, Antony assists clients in understanding the timing and amount needed for retirement savings, spending, and Social Security benefits. He emphasizes acting with integrity and prioritizing his clients' best interests to provide clarity and confidence. Antony holds a Bachelor's Degree from Southern University and is a Personal Investment Advisor (PIA). He is a member of Kappa Alpha Psi and The Monitors Club and is involved with the Phyllis Wheatley Community Center. Outside of his professional work, Antony enjoys adventure sports, baseball, basketball, chess, football, music, pickleball, reading, watching movies, and yoga.

Alan Tyson is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as involvement with companies outside the financial sector. He is a partner at Clear Image Press, Inc., a specialty printing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Palmatier is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously at Focus Financial for six years. Outside of finance, he has a role as a night auditor and manager on duty at a downtown Minneapolis hotel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

John Khalil is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Altacent and has a diverse background including roles in the restaurant and parking industries as well as various positions in education and sports organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services.