Richlieu Berkley is a financial advisor with Principal Financial Services holding a Series 66 designation and five years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Equitable Advisors. Outside of his advisory work, he serves on multiple nonprofit boards, mentors high school students, coaches high school basketball, and hosts a podcast featuring local business owners. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Corey Sullivan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at RBC Capital Markets for 15 years before joining Wealth Enhancement in 2019. 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 focuses on strategic asset allocation using both passive and active managers, supported by quantitative and fundamental research and offers a range of financial planning, asset management, and specialized retirement consulting services.

William Berigan is a CFP® professional with 18 years of industry experience, currently serving at Commonwealth Financial Network since 2015. He is also the CEO and owner of Shamrock Wealth Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using diverse securities and insurance products.

Connor Mckeen is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bridge Street Wealth Strategies, JJ Swanson Advisory Group, MML Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual. He also has experience in relationship management and administrative support at JJ Swanson Advisory Group. 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 direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Heimermann is a CFP® with 17 years of industry experience. He currently works at The Huntington Investment Company and The Huntington National Bank, having previously held roles at Midwestone Bank, LPL Financial, and Northern Trust. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture investment model that combines third-party and proprietary offerings across multiple wrap-fee programs.

Jonathan North is a Series 65-licensed financial advisor with Wells Fargo Investment Institute, Inc., based in Minneapolis, MN. He has been with Wells Fargo Investment Institute since 2021 and has a total of four years of industry experience. Prior to that, he has worked with Wells Fargo Bank since 2013. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is divided across specialized divisions that support affiliated and non-affiliated advisers through research and model portfolio guidance.

Uzochukwu Anughora is a financial advisor with Principal Financial Services in Minnetonka, MN, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Wells Fargo Clearing, Mutual of Omaha Insurance Company, and Principal Securities, Inc. Outside of finance, he has been involved in part-time airport ramp operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various organizational entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under both advisory and promoter arrangements.

Michael Gerberding is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at JD Mellberg Financial and Wealth Planners Of America. In addition to his advisory role, he is a fixed indexed annuity and life insurance producer, meeting with clients to analyze and recommend insurance solutions based on their individual needs. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed account strategies.

Michael Bishop is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. He has previously worked with LPL Financial and has been associated with Wealth Enhancement Group, LLC since 2006. Outside of his advisory role, he is a notary and is involved with a personal business entity, Bishop's Holdings, LLC, used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including 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 extensive research, and offers a broad range of financial planning, asset management, and consulting services.

Mark Robert Lange is a financial advisor with Primerica Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006 and has worked at Dobson Financial Services since 1991. Outside of his advisory work, Lange serves as a co-trustee of the Lange Family Trust and holds a notary public commission in Blue Earth County. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports discretionary and non-discretionary account management across diverse investment products.

Michael Schweitzer is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company for 18 years and is currently affiliated with Park Avenue Securities and Guardian Life. Schweitzer also engages in other insurance-related activities outside of Guardian Life. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts.

Brooks Allen is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Nepsis, Inc and the Johnny Tauer Championship Basketball Camp. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies, supported by a structured due-diligence program and a range of wealth management and advisory services.

James Rose is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, Fisher Investments, and J.P. Morgan. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios constructed with low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Anthony Leto is a financial advisor at D.A. Davidson & Co. in Edina, MN, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Ricky Mahlum is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, he is a licensed insurance agent offering various insurance products and is the owner of a marketing DBA called Lighthouse Investor Services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party managers through its AccessPoint platform.

Kristin Larson is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when a written advisory agreement is in place.

Eugene Larkin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc. and New Era Financial Group, Inc. Larkin is also the owner of a baseball-related business in Edina, Minnesota. 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 approach combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Jason Ahlgren is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding the CFP®, ChFC®, and Series 66 designations and bringing 19 years of industry experience. He previously worked at IMST Distributors, LLC and Riverbridge Partners, LLC, where he served as an Associate Relationship Manager. Outside of advising, Ahlgren is involved in several community and nonprofit activities including serving on the finance committee of the Animal Humane Society and chairing the board investment committee for Be The Match; he also owns Elm, LLC, creating cocktail tutorial videos. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach blending passive and active managers overseen by an internal Investment Committee.

Trenton Hazen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Nepsis, Inc., Michael Erpelding, and Northwestern Mutual Investment Services. He also serves as a Retirement Plan Specialist focused on employer-sponsored plans such as 401(k)s and SEP IRAs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including 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.

Shawn Nelson is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked with firms including Nelson Financial Partners, The Leaders Group Inc, and Strategic Benefits Group Inc. Nelson is also the owner of Nelson Financial Partners, where he is involved in fixed insurance and security product sales. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, providing investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, and it offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.