John Dewey Jr. is a CFP®, ChFC®, and Series 63-licensed financial advisor with 48 years of industry experience. He currently works at Independent Financial Group, LLC, having joined in 2021, following eleven years at Sagepoint Financial, Inc., and eighteen years with AIG American General Life Insurance Company. Outside of his advisory role, Dewey volunteers with Tentmakers, where he helps individuals align their financial decisions with their values, and he serves as a football coach for a local school district. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes a combination of firm- and third-party models to develop client strategies, incorporating both passive and active investment exposures across various risk profiles.

Terry Lewis is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and operates under the DBA Veritas Financial Strategies, LLC, where he brokers non-registered insurance products. His career includes longstanding roles with New York Life and its affiliates since 1980. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works extensively with retirement plan sponsors and corporate clients.

Sirisha Davuluri is a financial advisor at Principal Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for two years. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. 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.

Steven Bentley is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services and engagements as a test administrator and agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm emphasizes technology and model-driven solutions to serve a broad client base and operates within a combined adviser and broker-dealer structure.

Kimberly Zemke is a CFP® and Series 66-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, with four years of industry experience. She has worked with Wealth Enhancement Brokerage Services and LPL Financial, LLC, and previously spent 14 years at HealthEast Care System. Zemke also holds a notary commission and provides administrative support within her advisory firm. 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 an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Timothy Foster is a financial advisor with Primerica Advisors in Wayzata, MN, holding 56 years of industry experience. He has worked with Guardian Life Insurance Co. of America since 2014 and Primerica Advisors since 2006. Outside of his advisory work, Foster is involved in the restaurant industry through ownership in Nova Restaurant Group and Tavern 4 & 5 LLC, and participates annually in fundraising for Ducks Unlimited. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs and a focus on integrated, scalable solutions.

Richard Berquist is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 credentials and over 30 years of industry experience. His work history includes positions at Investors Financial Group, LPL Financial, and Waddell & Reed. Berquist provides investment advisory services through independent advisor firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers.

Bradley Reiling is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BerganKDV Wealth Management and has experience in roles at Minnesota State-Mankato and Canterbury Park. Outside of finance, he operates Swag Guys, a merchandise business selling products at concerts. Creative Planning provides 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, buy-and-hold strategies, and selective private market exposure.

Danielle Schultz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has been associated with Wealth Enhancement Advisory Services and its related entities since 2011, including LPL Financial from 2011 to 2025. 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 approach that combines passive and active management with quantitative and fundamental research.

J Hess is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has been affiliated with Wealth Enhancement Advisory Services, LLC since 2011 and has prior experience at LPL Financial, LLC and Wealth Enhancement Brokerage Services, LLC. In addition to his advisory role, he participates occasionally as a guest on the WEG Your Money radio program. 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 overseen by an internal Investment Committee.

Ryan Utecht is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Promus Financial Group, LLC since 2021 and has been affiliated with Eagle Strategies and New York Life since 2018 and 2009, respectively. He also owns Utecht LLC, an investment-related business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Adam Heathcote is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with Creative Planning and has previously worked at Valmark Securities, Inc. and BerganKDV Wealth Management. Outside of his advisory work, Heathcote officiates high school and college football and basketball games. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with low-cost indexing and supplemental strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Ian O'Brien is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has previously worked at BerganKDV Wealth Management and Hays Companies. He is based in Bloomington, MN. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Amir Abdelwahed is a CFP® professional with 31 years of industry experience, currently serving at &Partners. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Jay Cavanagh is a financial advisor at Kestra Advisory with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Kestra Advisory Services since 2016. Cavanagh also serves as a partner at The KNW Group and holds a senior vice president position at NFP, engaging in investment advisory services and business management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving clients that include large institutional investors such as sovereign wealth funds.

Sarah Geiger is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2015, including a ten-year tenure with LPL Financial, LLC. Outside of her advisory role, she is a notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, 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 passive and active management guided by an internal Investment Committee.

Neil Frederickson is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Charles Schwab, Mass Mutual Investors Services, and MassMutual Life Insurance Company. He also spent several years involved with professional and amateur hockey organizations, including the American Hockey League, East Coast Hockey League, and USA Hockey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with client-directed trading decisions and no discretionary authority exercised by the firm.

John Mowery is a CFP® professional with 14 years of industry experience, currently serving at Mercer Global Advisors Inc. His prior experience includes roles at JP Mowery Wealth Advisors, LLC dba BrightPoint Planning, O'Brien and Associates, Inc., and Trademark Financial Management. He is an Investment Committee Member for Ronald McDonald House Charities - Upper Midwest. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning, tax support, and estate-planning coordination.

Larry Mathison is a financial advisor with Valic Financial Advisors in Edina, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Edward Jones, Merrill, Bank of America, and Integrity Funds Distributor. He is a co-owner of inherited farmland in western Minnesota, managing property-related duties outside of trading hours. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating with a large advisor network.

Tiffany Glidden Rude is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Merrill and LPL Financial, alongside her current tenure at Wealth Enhancement Advisory Services since 2017. 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.